How to use trusts in estate planning
The word 'trust' is used regularly in our day-to-day language.
But when it comes to its legal use in estate planning, 'trust' is likely a mystery to some.
Join FirstOntario Credit Union's Ejaz Nadeem, Vice President of FirstOntario Investments, along with Doug Carroll, Tax and Estate Specialist from Aviso Wealth Inc., for an informative presentation.
Together, we'll explore how trusts can be used in estate planning and how it could be carefully catered to individual needs.
To submit questions and for more information, please contact us at Investments@FirstOntario.com.
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DEMYSTIFYING TRUSTS: How to use trusts in estate planning
September 30, 2020
Ejaz Nadeem – Vice President, FirstOntario Investments
Doug Carroll BBA JD LLM (Tax) CFP TEP – Tax & Estate Specialist, Aviso Wealth Inc.