Why estate and legacy planning are a vital part of your financial plan

Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before.

To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.

 

Related episodes:

• Why making a Will is choosing caring over chaos
• What if I leave my Will to the last minute?
• How emotions can impact estate planning
• Leaving a lasting legacy for your kids and grandkids
• How family dynamics can impact your estate plan
• Incapacity: Do you know if family decides for you?
• Exploring living longer with steps to improve your ‘real age’
• What are the responsibilities of an executor?

 

Helpful resources:

• Free executor support tool
• Executor/Liquidator checklists and kits

 

For more information on RBC Royal Trust visit our website.