Are you one of the many people without a will? In this video, Jim Whitehouse and Fernando Ponce from Whitehouse Retirement Wealth Group at National Bank Financial Wealth Management explain why having a will is crucial to protecting your wealth.
Take away four key insights to protect your family from costly hassles, including a cautionary tale about one family who faced the problem of a missing will.
As financial advisors with over 35 years of experience, we’ve seen firsthand how a lack of planning can lead to frozen assets, legal battles, and government intervention. But it doesn’t have to be that way.
Get answers to these questions:
Are you too young for a will? Do you have enough assets for a will?
What happens to an estate without a will? How to avoid the lengthy, complicated process.
What is the cost of creating a legal will?
Are you protecting your estate from costly mistakes and holding the right legal documents?
Is your will accessible to the people who need it most? Who should get a copy?
Don't leave your family with uncertainty. A simple will can save them from a costly ordeal. We’ll show you how to get started.
