Sharing Family Values Both During Lifetime and Through Your Estate
There is a strange charm in the thoughts of a good legacy, or the hopes of an estate, which wondrously alleviates the sorrow that men would otherwise feel for the death of friends. —Miguel de Cervantes Source: Don Quixote de la Mancha (1605–1615), Part II (1615), Book IV, Ch. 74 As Canadian Wills and Estates lawyers Jordan Atin, Barry Fish, & Les Kotzer also put it, "A Family War over a parent's estate is a like a divorce between siblings....
Building advocacy in trusted relationships
Max Britos, an RBC Wealth Management Investment Advisor & Financial Planner, produces a weekly video blog with trusted colleagues. Max invited me to share my experience on how client conversations which include values, can play an important part in the client relationship process. Values matter… What follows in this short video is a touching story about the impact and legacy that access to education can provide and how it changes...
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