If you’re making your Will for the first time or updating it, here’s a checklist to remember. Lesson 1: To avoid disaster, don’t do it yourself
Kim Parlee recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation with Georgia Swan, Tax and Estate Planner, TD Wealth, to discuss the top questions about wills and power of attorney during the coronavirus crisis.
Heather Richardson, Associate Vice President at TD Wealth, speaks with Kim Parlee about some concerns that members of the LGBTQ2+ community may encounter with estate planning and how they might address them.
Kim Parlee talks about the Power of Attorney and issues determining a relative’s incapacity with Nicole Ewing, VP, Business Succession Advisor and Tax and Estate Planner, TD Wealth.