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Welcome to the Wealth Without Bay Street podcast, a Canadian guide to building dependable wealth. Join Richard Canfield and Jayson Lowe as they unlock the secrets to creating financial peace of mind in an uncertain world. Discover the strategies and mindsets to a financial future you can bank on. Discussing The Infinite Banking Concept and strategy of BecomingYour Own Banker in Canada as only Canucks can!
Episodes
Tuesday Mar 23, 2021
Tuesday Mar 23, 2021
What happens if you die without a will? What are the major pitfalls and problems that can happen if you don’t draft a will that works in your jurisdiction. Find out how to save money, time and see your final wishes come true with our special guest, estate lawyer Angela Yee-Hamshaw.
Born and raised in Calgary, Angela has been practicing law since 1999, having worked in the wealth management division of two major financial institutions, the Government of Alberta in the Office of the Public Trustee, and her own firm which focused primarily on Wills & Estate practice, before bringing her experience to Masuch Law LLP in 2018. Having served the range of both high net-worth clients and in-need Albertans, Angela’s detailed and thorough approach to planning for clients from all walks of life, and compassion in dealing with estates when dealing with a loss is evident in her successful practice in the last two decades. Angela is very personable and her ability to relay complex legal concepts to clients is the hallmark of her long career.
IN THIS EPISODE, YOU WILL LEARN:
00:00 Introduction
01:38 What would happen if you didn’t have a will
05:32 Not all wills are equal - How to divide assets effectively.
12:37 How often to review your will
31:47 The value of life insurance in your will
📌 EPISODE LINKS:
Follow Angela Yee Hamshaw:
Website: https://www.masuchlaw.com/wills-estates/angela-yee-hamshaw/
LinkedIn: https://www.linkedin.com/in/angela-yee-hamshaw-89611128/
Twitter: https://twitter.com/hamshawa?lang=en
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📚 IBC RECOMMENDED BOOKS
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📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
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