Stress-Free Estate Planning Using Insurance with Debbie Stuart

Stress-Free Estate Planning Using Insurance– perhaps an oxymoron? Dealing with an estate can be overwhelming, both emotionally and financially. So, is it possible to make the process stress free? In this episode, we discuss how insurance can be used to simplify and protect your assets.This week we are joined by Debbie Stuart, Estate and Insurance Planner with our Financial Planning team,* to cover the greatest costs for an estate, how insurance can prevent the forced sale of assets, and ways to minimize the tax burden on your estate and family. While "stress-free estate planning using insurance" might sound improbable, the right approach can make all the difference.--Follow Debbie Stuart:LinkedIn - https://www.linkedin.com/in/debbie-stuart-clu%C2%AE-chs%E2%84%A2-tep-cfp%C2%AE-cea-a521b579/?originalSubdomain=caOdlum Brown Financial Services Limited (OBFSL) is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products as well as tax, retirement, estate and financial planning services exclusively to Odlum Brown clients. This material has been prepared for informational purposes only and is not intended to provide tax, legal, financial or other advice. Recipients of this information are expressly cautioned to seek the advice of professional advisors, as applicable, before acting on any part of the information provided herein. The information presented, while obtained from sources we believe reliable, is checked but not guaranteed against errors or omissions. Through OBFSL, we offer a variety of coverage options from many of Canada’s top insurance companies tailored to suit clients’ individual needs. Our licensed professionals are here to help you assess your position and implement customized recommendations to meet your individual circumstances and needs. For more information, please contact your Odlum Brown Investment Advisor or Portfolio Manager.