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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Retirement Income for Business Owning Families

Join Senior Wealth Advisor David Little as we discuss the common concerns of his clients. David primarily works with business owners and professionals who are within five years of retirement and are seeking answers for a peaceful and comfortable retirement. Many of these clients have done a good job of accumulating assets but lack clarity on how to utilize them once they stop working.

According to David, the vast majority of Canadians lack a formalized retirement income plan. This can lead to a precarious situation for those entering retirement without any idea of how their retirement will look, how much income they will have, or how long it will last. David stresses the importance of having a plan in place to provide peace of mind and ensure that retirement is a time of enjoyment and comfort.

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Tax Free Retirement Income from Home Equity Bank

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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