What’s the best approach to estate planning, investments and transfers of wealth to loved ones when your nest egg has to last longer than those of previous generations?
To tackle some of these issues head-on, The Globe and Mail gathered a group of experts to join in a live discussion with the editor of Globe Advisor, Pablo Fuchs. Panelists included Kimberly Whaley, founding partner of Whaley Estate Litigation Partners and an expert in the areas of estates, trusts, power of attorney, elder law and more; Som Seif, founder and CEO of Purpose Investments, which focuses on long-term and alternative investment strategies; Bill VanGorder, Chief Policy Officer and COO for C.A.R.P. (formerly the Canadian Association of Retired Persons); and financial advisor Natasha Knox, founder of Alaphia Financial Wellness, which has a particular focus on the financial wellbeing and family dynamics of older clients.
Direct event video link: