The Globe and Mail
February 3, 2025.
Joseph Bakish, Senior Wealth Advisor at Richardson Wealth, highlights the value of video services for “before I go” wishes in estate planning.
“It’s a way for clients to be more engaged in the estate planning process,” he says. “It’s not just about the money, and it’s often about their story.”
These tools help clients share their personal stories – beyond just financial assets – offering insights into their life journeys, values, and family philosophies and passing down their legacy.
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