|
In routine conversations with our clients, we hear many of the same questions from you about estate planning.
We asked our CIBC partners Jim Stevenson (MD, Estate Planning Specialist) and Jon Lloyd (Senior Trust and Estate Consultant) your frequently asked questions. We proudly offer their expertise in an Estate Planning Primer video session we recently hosted.
The video is 49-minutes long. Lois and Rodney pose your most requested questions until 32:57, after which you can hear the clear and detailed answers to specific questions clients asked Jim and Jon.
Reach out to us if you have your own specific questions or would like us to arrange a discussion with either Jim or Jon, as part of the CIBC Smith Falconer Financial Group platform
We hope you find valuable take-aways from the discussion for your personal estate planning.
Watch the Video
|
