How to Avoid Estate Disaster with Estate Planning

05/03/23 • 22 min

Discover the secrets of securing your legacy and protecting your loved ones with ClearEstate, an innovative estate planning and settlement solution. Join David as he speaks with Devon Miller, Director with ClearEstate. They discuss the importance of estate planning and share insights into the common pitfalls of handling an estate without proper preparation. Learn how ClearEstate's team of lawyers and estate planners can help you create a comprehensive plan that ensures your loved ones are protected and your estate is handled according to your wishes. Don't leave your legacy to chance – tune in to this episode and start planning your future today!

David Little is a Senior Wealth Advisor with iA Private Wealth Inc., member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.
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05/03/23 • 22 min

The Blue Oceans Retirement Podcast - How to Avoid Estate Disaster with Estate Planning

Transcript

Well welcome everybody. We're here on Sunny afternoon in Burlington and we have the pleasure of having Devon Miller, who's the director of Clear Estate with us.
Clear Estate is a company that provide executive services help people with like meal planning and all that kind of stuff. IA Private Wealth has formed a formal relationship with them in January of, of 2023.
And we have used them on a few occasions already with a couple of our clients. So we're gonna spend a little bit of time her

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