Learn how to ensure that your wealth will be transferred to your family and not the government when you pass away.
WHAT SHE DOES:
In her job as a senior financial advisor at Assante Financial, Laura works with individuals and families to help them reach their financial goals. She offers seminars aimed at women to empower them to understand their finances.
As a real estate investor, Laura has bought, sold, renovated, and rented many, many properties over the last 23 years.
To further financial literacy education, Laura is a speaker at many Limestone District School Board schools and classrooms, teaching young people about money and choices.
Angela is an estate planning and administration lawyer in Kingston, Ontario with 14 years of experience in estate planning. She has focused almost exclusively in estate planning and administration for the duration of her legal career.
She was called to the bar in2007. She earned the Trust and Estate Practitioner’s designation from the international Society of Estate and Trust Practitioners in 2019 and remains a full member.
Angela thoroughly enjoys guiding her clients through some of their more difficult tasks and decisions with regards to their estate and family members. After 5 years working for a well-established local firm, Angela recently opened Fallow Estates Law. She runs her firm from a beautiful limestone office in downtown Kingston and is happy to be able to bring her friendly dog, Cocoa, to work each day to lighten the office mood for clients and staff alike.
Transitioning your wealth to the next generation and not the government!
Do you understand what will happen to your estate when you die? What taxes will your estate be responsible for? How do you minimize the taxes that you pay on death?
How can you transition your estate to your children and grandchildren as smoothly as possible?
What exactly is probate?
What does an executor do?
What is a power of attorney?
This interactive 90-minute seminar from Laura Southall, Senior Wealth Advisor at Assante Financial Management Ltd, and estate lawyer Angela Fallow of Fallow Law, will show you how to pass on what you’ve accumulated, and how to ensure that your family can make the most of the inheritance you leave them.
This free online presentation will be held on Zoom. Registrants will be emailed the link one day prior to the event.
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