Client Insights Administering an Estate: The Challenges and Pitfalls in the Digital Age

Date: November 2022

For many of us, online and digital technologies play a major role in our lives. From emails, banking, crypto currencies and social media, these technologies have become a necessity for most. They offer a range of benefits, convenience and ways we can stay connected.

But how can you structure your estate planning to cater for both traditional and digital “ assets and ensure a smooth transition of assets upon death?

In this session, we will cover the common challenges and pitfalls of administering an estate. We’ll shed light on steps you can take to ease the burden and reduce the risks your executor could face in this new “digital world” when administering your estate.

HOST AN EVENT FOR YOUR GROUP

If you would like Andersen Midgley Wealth Counsel to host an event for your group, please contact us at 647.798.4061 or send an email to AndersenMidgley@raymondjames.ca.