Estate Planning Tips for Business Owners | No Dumb Questions with Nancy Graham
As I covered in my last video, estate planning can be tricky enough for anyone. If you’re also a business owner, the stakes are even higher. You basically have two heartfelt interests to tend to as you make your plans: your loved ones at home, and your labour of love at work.
How do you harmonize your professional interests with your personal wealth? That’s an excellent “No Dumb Question” that’ I’ll cover today.
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Visit PWL Capital:
http://www.pwlcapital.com/ottawa
Follow PWL Capital on:
- Twitter: https://twitter.com/PWLCapital
- Facebook: https://www.facebook.com/PWLCapital
- LinkedIn: https://www.linkedin.com/company/105673
Follow Nancy Graham on
- Twitter: https://twitter.com/NancyGrahamPWL
- LinkedIn: https://www.linkedin.com/in/nancy-graham-cpa-ca-cfp-cim-4579aa8
Produced by Truly Social Inc.
As I covered in my last video, estate planning can be tricky enough for anyone. If you’re also a business owner, the stakes are even higher. You basically have two heartfelt interests to tend to as you make your plans: your loved ones at home, and your labour of love at work.
How do you harmonize your professional interests with your personal wealth? That’s an excellent “No Dumb Question” that’ I’ll cover today.
————————
Visit PWL Capital:
http://www.pwlcapital.com/ottawa
Follow PWL Capital on:
– Twitter: https://twitter.com/PWLCapital
– Facebook: https://www.facebook.com/PWLCapital
– LinkedIn: https://www.linkedin.com/company/105673
Follow Nancy Graham on
– Twitter: https://twitter.com/NancyGrahamPWL
– LinkedIn: https://www.linkedin.com/in/nancy-graham-cpa-ca-cfp-cim-4579aa8
Produced by Truly Social Inc.
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