If you died yesterday, what kind of estate would your family be looking at today? Would there be increased stress? Or would there be a prepared plan in place to achieve the goals you desired? Dave and Reb invite Mary Lynn Huizinga, a financial advisor, to speak about her passion of helping people establish solid plans for estate planning. On episode #494, “Let’s Talk Money with Dave and Reb” investigates what happens to property, investments, and charitable giving after loss. Mary Lynn demonstrates how a small investment now can prevent unexpected costs, forgotten desires, and family disputes that arise out of the lack of estate planning and get your money to the people and places that matter to you.
Today’s episode is sponsored by Francispillai Law. Stephen Francispillai and his team offer real estate and corporate services, along with wills and power of attorneys. Promoting a culture of accountability, inclusion, high moral standards, and an individualised approach to each client, their team puts the needs of the client first. Go to https://fclawyers.ca/ to learn more.
To order Reb’s book Cultivating Trust Expanded Edition: Finding God’s Hope and Freedom for Your Finances, and the new Cultivating Trust study guide and video series go to cultivatingtrust.ca. To listen to the audiobook please find it here: Cultivating Trust Audiobook.
To learn more about Advisors With Purpose go to https://www.advisorswithpurpose.ca/.