Next-Level Estate Planning – Strategies You Should Know – Lorne Jackson
Mar 26, 2026 @ 3:00 pm
If you think you’ve already covered the basics of estate planning, it’s time to think deeper. From handling RRSPs and vacation properties to navigating trusts and digital assets, advanced estate planning ensures your legacy is protected and clearly communicated. Join us for a free, one-hour webinar hosted by Lorne Jackson and our partners at Advisors with Purpose designed for individuals who want to fine-tune their plans and account for the complexities of today’s assets and responsibilities. In this session, we’ll cover:
- How to include RRSPs, TFSAs, and other registered accounts in your plan
- What to know about vacation properties and secondary homes
- When and how to use trusts for flexibility and protection
- Guidelines to help your executor carry out your wishes smoothly
- Planning for digital assets—from financial accounts to personal data
- How to align your estate with multi-generational needs and goals
Link to register: https://calendly.com/awpwebinar/february-26-2025