Despite knowing an estate plan is important, most Canadians and Americans don't have one, or have one that's up-to-date.
During training one day by our funeral concierge provider, I heard stories of clients who lost millions of dollars from improper estate planning. Parents lost custody of their children, siblings spent thousands in legal fees fighting over property, accusations of wrongdoing despite evidence to the contrary; all of these issues could have been prevented with proper education and guidance. As a life insurance agent, specializing in estate and legacy planning, I aim to save individuals and families $100 million dollars over the next 5 years.
Learn how to put your family and business in the best position now and in the future.
Sincerely, Tina Michelle Moller
Everything I share on this site is my personal opinion and does not reflect any other organization. Workshops are for general information and not a substitute for advice for your personal situation. I've done my best to ensure the information is accurate but I encourage researching these principles yourself as the programs and rules frequently change and vary by location.