S6 E02: Avoiding Conflict in Estate Planning - a podcast by Chartered Professional Accountants of Canada (CPA Canada)
from 2022-09-15T10:30
You don’t need a podcast to tell you that estate planning is tough but necessary. It can be stressful, it can be messy, and it can be the source of conflict and confrontation—but it doesn’t have to be.
Larry and Kimberley Short are Partners at ShortFinancial with iA Private Wealth and partners in life. They’ve combined their knowledge and experience to write The Last Act: Closing the Book on Your Finances, a guide to everything estate planning. Today Larry and Kimberley will join us to talk about what estate planning is and how to uncomplicate it
Additional resources:
- Short Financial Website
- CPA Canada’s Financial Literacy Resources
- Mastering Money Conference 2022
- Money and the World Virtual Conference 2022
- Financial Literacy Virtual Sessions
- Preparing for the Unexpected: Advance Serious Illness Planning
Preorder the book on Indigo now:
This episode is part of our podcast series focusing on retirement planning for Canadians at every stage of life and building the confidence needed to take on the money conversations we need to have.
This episode is made possible by the generous support of our national development sponsor, Canada Life.
The views expressed by our guests are theirs alone and not necessarily the views of CPA Canada. This is a recorded Podcast. The information presented is current as of the date of recording. New and changing government legislations and programs may have come into effect since the recording date. Please seek additional professional advice or information before acting on any podcast information.
This episode is made possible by the generous support of our national development sponsor, Canada Life.
Further episodes of Mastering Money
Further podcasts by Chartered Professional Accountants of Canada (CPA Canada)
Website of Chartered Professional Accountants of Canada (CPA Canada)