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Webinar: What you should know about Managing or Distributing your Wealth... Are you in Control?

February 28, 2019, 12:00 - 1:00 PM

We’ve all heard stories of real property being caught in estate litigation or being transferred unexpectedly to an acquaintance.

Making professional estate planning documents—your Will; Power of Attorney; and Representation Agreement--positions you to give the most security to your family and loved ones for management of your estate the way you wanted. You spent your lifetime making a mark on this earth, your estate planning documents frame your achievements by assigning who you think is most qualified to assist you in your finale; and who will best appreciate, benefit and use the legacy you leave. Through these documents you have the power to state the guardian of your children so they aren’t subjected to foster care while everyone argues over where they belong.

  1. The Power of Attorney benefits you while you are alive. It empowers the person you trust to act on your behalf and sets out parameters for this responsibility.

  2. The Representation Agreement benefits you while you are alive. It empowers the person you trust to act on your behalf and sets out parameters for this responsibility.

  3. The Will sets out your wishes and authorizes a representative to take charge after death so that your instructions can be executed.

You are invited to gain insight as to how each of these documents work to empower you in making and adjusting your long and short term estate planning.

Guest Speaker : Tammy Morin-Nakashima, RI, Notary Public

Tammy_Morin_Nakashima.jpgHaving her Notary practice in the heart of Steveston, Richmond for over 23 years, Immediate Past President of the BC Notaries Public Tammy Morin Nakashima is also a Governor and Chair on The Notary Foundation of BC, a Member of the World Organization of Notaries Public, Chair on the BC Notaries Captive Insurance Company, and a Certified Seniors Advisor. An entrepreneur for the past 40 years in small business including in the family business in building and real estate development, Tammy completed the Intensive Mediation Workshop, gives Will Seminars in community venues and has taught the Junior Achievement program. She has served as a Director on various charitable organizations over the years, including the Board of the Richmond Chamber of Commerce for 6 years.

 

 

Registration

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