Watch Jos Herman CPA, CA, CFP, CLU, TEP from Resources & Solutions Professional Corporation, and Joseph Devaney CPA, CA from Video Tax News, engage in a lively and informative discussion about current estate planning tools and challenges.
In this 17-minute video, Jos and Joe delve into some of the hot-button topics in the field of estate planning, including multiple will planning, beneficiary designations, and the importance of discussing intent. They also touch on important tools such as trusts, segregated fund contracts, annuity settlement options, pipeline planning, loss carry-back planning, and more.
This is an excellent opportunity to gain insight and knowledge from two highly experienced professionals in estate planning. So, if you're interested in staying up-to-date on the latest developments in this field, don't miss this informative video!
Recorded January 25, 2023
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