A well-planned Will is the foundational document in your estate plan. It’s worth making sure you have one in place. By having an up to date Will (and reviewing it regularly!) you will ensure that your estate distribution plan reflects your personal stewardship goals, adequately provides for any dependants, and leaves a testimony of the things that are important to you for those you leave behind. This is applicable to parents and grandparents alike!
The CSS Will & Estate Planning Clinic is planned for Monday, May 27 at 7 pm at BVCS. You can get a 2-minute video summary of why this is so important right here.
In this Will & Estate Planning Clinic, CSS representative Bill Murray will de-mystify will and estate planning. Bring your questions! You will not be writing your will in this clinic: you will be led to understand some principles and strategies to creating this. If you choose to proceed further, you can arrange a personal meeting with Bill in which you’ll actually begin crafting your will and estate plan.
All of this is free, and there is no ‘hook.’ You will not be sold any financial products, committed to supporting any causes or steered away from your existing financial plans and products. CSS does not replace or compete with your existing financial advisors, lawyer or other professionals. You are welcome to call Tom Grasmeyer to find out more and be assured about this and to find out more prior to signing up.
Attendance is totally free, but we need you to RSVP so that we can plan this event. RSVP below.
RSVPAbout Bill Murray, CFP
Bill was a national award-winning certified financial planner at one of Canada’s largest investment firms.He was a Director for six years before becoming a partner in a private firm. Bill has specialized in providing wealth management & real estate advice to people from all walks of life.He has worked closely with students, young families, professionals, business owners, medical professionals, and high-net-worth investors for the majority of his 20-year career. Bill was raised in Mission, BC, and lives there with his four young sons. He spends most of his spare time with his boys hiking, skiing, camping, and exploring the great outdoors. Bill is a member of Northview Community Church in Abbotsford.