Common Issues to Consider When Planning Your Will

Common Issues to Consider When Planning Your Will

Here are some great tips to consider when planning your estate, especially if there is a cottage or family business involved.  Family dynamics always have a profound impact on the will, and the delicate process of will planning requires parents to take their children’s interrelationships into account. Parents must also make provisions in the will to balance sentimental and monetary assets, which can turn into a source of tension once they pass.

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Myron Neufeld

Myron Neufeld is a 25 year veteran of the life and property casualty insurance industry with over 20 years in a variety of senior roles. His extensive experience in product development, distribution models and information technology have provided him the opportunity to work with numerous national clients in the creation and implementation of new and emerging risk solutions. Much of Myron’s focus has been on non-traditional distribution models leveraging product, and technology while focusing on seamless process integration to minimize impact and expense and maximize program effectiveness. ERAssure® exemplifies this approach, bringing relevant product to a significant emerging risk in the transfer of wealth driven by the baby boomers of today.

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