642
Downloads
32
Episodes
Welcome to the Cresco Wealth Management Podcast! Hosted by Dimitri Korolis, Investment Advisor. Join us as our award-winning team discusses real conversations we are having here with our clients. Everything from financial literacy and the economy to everyday helpful information for new and seasoned investors. Follow us on this podcast to learn more in a concise format, to the point, and authentic. New episodes regularly. For more information visit: https://www.crescowealthmanagement.ca
Episodes
Wednesday Oct 25, 2023
Wednesday Oct 25, 2023
"Guardianship can be a stumbling block in an estate plan, however, it's important to take care of this sooner than later. You don't want to put your family in a difficult situation."
In this week's Cresco Wealthcast Dimitri Korolis and Wayne De Boer chat with Christianne Murphy, Lawyer and Owner at Murphy's Law. Naming a guardian for your children is a tricky topic, Christianne shares her expertise and insights on important considerations you should take.
At Cresco Wealth Management estate planning plays a vital role in our service and commitment to our clients. Stay tuned as the Cresco planning team covers an array of important planning topics over the next couple months.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.