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Timely and educational insights
The Echoes Series on Legacy Planning, hosted by Mike Gassewitz of TriCert Financial Group, offers a comprehensive exploration of creating and maintaining a resilient financial legacy. Across nine episodes, experts delve into crucial topics like the fundamental...
As they dissect the implications of the new CRA reporting requirements, Mike and Connor highlight the importance of understanding one's role in trust arrangements and the necessity of meticulous documentation. From identifying key players like settlors, beneficiaries,...
