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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
Tuesday Apr 16, 2024
Tuesday Apr 16, 2024
Understand the essential first steps of executing a will in our latest podcast episode featuring Christianne Murphy, Estate Lawyer. We discuss the important first steps following a loss, from identifying your role as an executor to navigating the intricate process of probate. Learn what to expect and how to handle tasks like locating the will, gathering information, communicating with lawyers, and managing beneficiary expectations. With expert guidance, gain confidence in facing the challenges ahead and ensure a smoother transition during difficult times.
Let us help you ease the executor burden and find solace in preparation.
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