Island Living Today - Estate Planning for Homeowners

 

As a homeowner, you invest a lot of time, energy, and money into making your home a special part of your life. But have you thought about what will happen to it when you’re no longer around one day? Estate planning is the process of anticipating and arranging how an individual's financial situation will be managed in the event of their incapacitation or death. It’s an essential task for anyone, but especially so for homeowners.

 

Guest Speakers: Sue Noorloos is the Director of Estate Planning at BMO Private Wealth. She advises high net worth individuals and families on specialized estate and trust solutions as part of an integrated wealth planning team. Prior to joining BMO, Sue practised at an Ontario law firm focusing on estate planning, wills, trusts, and estate administration. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so they have the confidence to instruct their trusted professionals to set up their estate plans. It is Sue’s goal to empower clients and to deliver peace of mind through informed decision-making.

 

Christine Hepting is a Barrister & Solicitor with expertise in various areas of law, such as wills and estates, residential and commercial real estate, commercial transactions (asset purchases and sales, share purchases and sales), corporate law, and contracts. At her practice in Nanaimo and through remote services, she offers personalized and professional legal advice and representation to individuals and businesses on Vancouver Island. Her mission is to help clients achieve their legal goals and protect their interests, while adhering to the highest standards of ethics and professionalism.