Lunch Discussion - Your Estate, Your Legacy: Planning for the Future

Join us for lunch & a discussion featuring:

Speaker & Moderator: Lindsay Rowe, CIM, CFP, Investment Advisor, BMO Nesbitt Burns

Panelists:
o Sue Noorloos, Director of Estate Planning, BMO Private Wealth
o Ben McNabb, Lawyer/Partner Baulke | Stahr | McNabb LLP

Find answers to these questions and more:
- What are the fundamental components of an estate plan?
- What role do executors and trustees play and how do you choose the right person for each role?
- How can estate planning help minimize probate cost and avoid the probate process altogether?
- What are some strategies for charitable giving?
- What is enduring power of attorney?
- What are some considerations for blended families?
- What are some common mistakes people make when creating an estate plan?
- How can someone ensure that their legacy is preserved?

This event is at First Presbyterian Church - Lower Hall