The Globe and Mail
January 31, 2024
For many Canadians, choosing an appropriate executor for their will is one of the most challenging aspects of estate planning, writes Tricia Leadbeater, Portfolio Manager, Investment Advisor at Richardson Wealth.
An executor must have the necessary skills, capacity and time to manage an estate, and a client’s plan for their wealth at passing shouldn’t be a surprise to them. Working with an advisor can help solidify the client’s priorities and ensure that the plan reflects their values regarding wealth during life – and as a legacy.
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