What Every Client Needs To Know About Estate Planning In Sixty-Four Words

Posted on January 9, 2013 by

Leave a Comment

Everything you own now and every dollar you acquire in the future will end up in one of three stacks.  You will spend it while you are alive.  You will lose it.  You will give it or leave it to someone else.  Spend it, lose it, or leave it.  There are no other choices.

Can we agree that losing is not the best option?

Don Shaughnessy is a retired partner in an international accounting firm and is presently with The Protectors Group, a large personal insurance, employee benefits and investment agency in Peterborough Ontario. don.s@protectorsgroup.com

Category: estate plansTags: , ,

Leave a Reply

Fill in your details below or click an icon to log in:

Gravatar
WordPress.com Logo

You are commenting using your WordPress.com account. ( Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. ( Log Out /  Change )

Cancel

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 3,300 other subscribers
%d bloggers like this: