Account Login/Registration

Access KelownaNow using your Facebook account, or by entering your information below.


Facebook


OR


Register

Privacy Policy

Elevated Wealth: What is Estate Planning?

Mother-daughter duo, Karen and Kayla from Karen Erickson & Kayla Caruana – IG Private Wealth Management are here to answer your questions about estate planning.

In this series, Elevated Wealth, they’ll give you their expertise as CERTIFIED FINANCIAL PLANNER® professionals so you can elevate your financial planning.

When discussing finances, one term that often arises is "estate planning." It's a concept that can seem daunting or distant, but in reality, it's an integral part of your financial strategy. But what exactly is estate planning?

According to the duo, estate planning should be the centrepiece of your financial plan.

Estate planning is all about ensuring that your assets transition smoothly between your chosen beneficiaries and loved ones, and safeguarding it for the future.

Karen and Kayla go over the three essential documents for planning your estate, which will ensure that your affairs are in order and your loved ones are taken care of according to your wishes.

If you have more questions about estate planning after watching this episode of Elevated Wealth, contact Karen Erickson and Kayla Caruana.

Make sure to tune into the next episode, where Karen and Kayla will be delving into all things insurance.



If you get value from KelownaNow and believe local independent media is important to our community we ask that you please consider subscribing to our daily newsletter.

If you appreciate what we do, we ask that you consider supporting our local independent news platform.


Send your comments, news tips, typos, letter to the editor, photos and videos to news@kelownanow.com.




weather-icon
Wed
22℃

weather-icon
Thu
25℃

weather-icon
Fri
21℃

weather-icon
Sat
16℃

weather-icon
Sun
17℃

weather-icon
Mon
21℃

current feed webcam icon

Recent Livestream




Top Stories

Follow Us

Follow us on Instagram Follow us on Twitter Like us on Facebook Follow us on Linkedin Follow us on Youtube Listen on Soundcloud Follow Our TikTok Feed Follow Our RSS Follow Our pinterest Feed
Follow Our Newsletter
Privacy Policy