What year-end financial strategies can help set me up for success?

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year. 

To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management.

Related episodes: 

• What if I leave my Will to the last minute?
• Why making a Will is choosing caring over chaos
• Is your cross-border property in your estate plan?
• Create a lasting legacy through charitable giving
• Wealth and giving: what are your philanthropic goals?
• What to know about being someone’s power of attorney
• Plan for incapacity: Protect yourself with powers of attorney

Helpful resources: 

• Guidance if you are acting as an executor or choosing one for your estate
• Power of attorney resources
• Will planning resources
• Philanthropic resources
• Financial planning: Nine key areas of focus

For more information on RBC Royal Trust visit our website.