Building Smart Estate Plans
Darrell hosted our second live webinar focussing on building smart estate plans with Dr. Tom Deans, The New York Times Top-Ten Author of Willing Wisdom which remains the best-selling Canadian estate planning book of all time.
Dr. Deans has delivered more than 1000 keynote speeches in 26 countries and he discussed how his family successfully transitioned three of their public and private businesses. If you have seen Dr. Deans on CBC or BNN you’ll know that he delivers a fast-paced, entertaining and informative message.
The webinar focussed on the following topics
- basics of estate planning
- importance of family meetings
- understanding that estate planning is also about aging and long term care
- gaining confidence to begin important family conversations
If you are interested in learning more about estate planning and the Willing Wisdom Index, please watch the above clip for a teaser and click the following link to watch the full video:
Here are the timestamps of some of our highlights:
2:00 – Why did Tom write his two books, Willing Wisdom and Every Family’s Business?
4:58 – What is preventing people from estate planning?
6:23 – Why is having the conversation with beneficiaries so overwhelming?
10:33 – Dealing with late in life care.
14:14 – Importance of family meetings
23:39 – How did Tom develop the Willing Wisdom Index?
26:50 – Choosing an executor: family member vs. professional trustee.
36:39 – Recreational properties & estate planning
41:50 – Creating a safe space for family meetings
49:30 – Which is Tom’s favourite question in his book Willing Wisdom?
