As you may know, I have been serving as a financial advisor since 2005, and throughout these nearly 20 years, I have had the privilege of working with many families, helping them grow their assets and secure their financial futures. Thanks to all your continued support, my business has grown tremendously.
As my business practice continues to grow, so do my clients’ needs. Many of them are entering the retirement stage, making estate planning a key focus.
You may have questions about how to allocate your assets tax-efficiently, who should be named as the executor, what responsibilities an executor has, and how to start these important discussions with your family.
To ensure I have the adequate knowledge and resources to support these clients, I am pleased to announce that I have obtained the Certified Executor Advisor (CEA) designation this year.
This professional designation enhances my ability to assist you with comprehensive estate planning, ensuring that your assets are passed on smoothly and efficiently. If you or anyone in your family would like to discuss estate planning needs, please feel free to reach out.
Does your family know what to do to ensure your hard-earned money can pass to them smoothly? Subscribe now to receive our exclusive “Executor Checklist” and stay informed on the best practices for seamless estate planning.
Disclaimer:
The comments contained herein are a general discussion of certain issues intended as general information only and should not be relied upon as investment, financial, legal, accounting or tax advice. Please obtain independent professional advice, in the context of your particular circumstances. This newsletter was written, designed and produced by Samuel Li for the benefit of Samuel who is Advisors at : SamuelConsultant.com is a registered trade name with Investia Financial Services Inc., and does not necessarily reflect the opinion of Investia Financial Services Inc. The information contained in this article comes from sources we believe reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any securities.
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