Structuring your estate: Key decisions and common pitfalls (part 2) – Michelle Munro and Jacqueline Power
Podcast: FidelityConnects · Fidelity Canada
Opublikowano: 2026-10-16
Having an estate plan is one thing. Ensuring it works as intended is another. Join Michelle Munro and Jacqueline Power for the second installment of FidelityConnects' three-part Estate Planning Series, where we'll move from estate planning fundamentals to the practical decisions that can have a significant impact on outcomes for clients and their families. Whether dealing with family cottages, joint ownership arrangements, digital assets or unequal inheritances, advisors will gain practical insights to help clients make more informed estate planning decisions. Recorded on September 18, 2026. At Fidelity, our mission is to build a better f...