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  3. Succession Planning - What's Next?

Succession Planning - What's Next?

Published
Webinars Wealth
1 minute watch time

In this recording, our expert Wealth team will guide you the next steps of succession planning with guest speaker Laura Hutchinson, Managing Partner and Tax Expert at Forbes Dawson.

We will cover;

  • Family Investment Companies
  • Lifetime Gifts
  • Trusts
  • Estate planning via your Will
  • And more…