FH&P Speaker Series — Wealth Transfer in Estate Planning and Tax Implications

Building long-term wealth is only part of the plan. The other part is making sure it transfers the way you intend, with tax implications in mind. Join FH&P Lawyers for our next Speaker Series session: Wealth Transfer in Estate Planning and Tax Implications.

Date: Thursday, March 12
Time: 4:00 pm to 6:00 pm
Location: FH&P Lawyers Kelowna Office, 400 – 1628 Dickson Avenue (Landmark 4)

Presenters

FH&P Lawyers

• Jen Schreurs & Wendy Cheung

Crowe MacKay

• Elvin Law, Partner & Nicole Kirubi, Partner

What we will cover

Protecting Your Wishes
Mapping out future intentions, including what you want beyond building your business.

Family Planning
Coordinating those wishes with family members and other relevant parties, and communicating clearly to the next generation.

Future Flexibility
Setting up accounts with appropriate beneficiaries or successors, and using tools such as trusts to support long-term planning.

Registration will be available through the form below, don't miss out on the opportunity to attend this insightful session.

Register Now!