McMillan Wealth Financial Literacy Series
Estate Planning from a Lawyer’s Perspective
Introduction to Estate Planning Documents
In this video, Peter and Allison Barkwell discuss why estate planning is important.
Thanks for joining us on our financial literacy journey. Please reach out to us at McMillanWS@RichardsonWealth.com.
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What are the characteristics of a good executor? A good poa? is a required field.
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What are the different POA’s? is a required field.
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In this video, Kathy and Mona discuss wills and powers of attorney – What are they?
What is a will? is a required field.
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Do you have loved ones you’d like to benefit more than the CRA? is a required field.
If something happens to you, what are your legacy wishes? is a required field.
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Please reach out to us at McMillanWS@RichardsonWealth.com.
The Literacy Series” is a podcast dedicated to exploring the power of reading, writing, and education to transform lives. Each episode features conversations with experts, educators, and storytellers who share practical strategies, inspiring stories, and proven approaches to building strong literacy skills. Whether you’re an educator, parent, student, or lifelong learner, this series will help you discover new tools and insights to support literacy at every stage of life.
Introduction to our Financial Literacy Series
Part One:Basic Financial Planning
Part Two:Tax Planning
Part Three:Investment Management
Part Four:Estate Planning
Part Five:Next Steps