Alicia V.’s Post

I'm co-hosting a free webinar on June 11 with Angela Carter, CFP®, CHS, CIM® for Wealthsimple, and it's one I think a lot of people need to hear. The topic: estate planning for households with $1M+ in savings. We'll cover: 🔹The most common estate planning myths (and why they're costly) 🔹 What actually makes up your estate and how it gets taxed at death 🔹 The documents every estate plan needs 🔹 Ways to minimize the final tax bill to preserve more for the people you care about If you have a will and think you're covered...you might want to join us! 📅 Thursday, June 11 at 12pm ET. Free to attend. Register here: https://lnkd.in/gbbAqSeH For informational purposes only; not intended as investment or tax advice. All investments involve risk.