{"id":4651,"date":"2024-05-13T10:00:38","date_gmt":"2024-05-13T15:00:38","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/baunandpateinvestmentgroup\/?p=4651"},"modified":"2024-05-13T11:01:04","modified_gmt":"2024-05-13T16:01:04","slug":"thoughts-from-our-wealth-planner-letter-to-your-executor","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/aspirewealthpartners\/2024\/05\/13\/thoughts-from-our-wealth-planner-letter-to-your-executor\/","title":{"rendered":"Thoughts from our Wealth Planner \u2013 Letter to your Executor"},"content":{"rendered":"

People often ask me, “What’s in a Wealth Plan?” Well, a lot depends on what matters most to you. Generally speaking, we can break it down into three main topics:<\/span><\/p>\n

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  1. Before Retirement: Figuring out how much to save and for how long.<\/span><\/li>\n
  2. Retirement: Planning how to spend as much as possible while paying as little tax as possible.<\/span><\/li>\n
  3. Estate: Deciding how to pass on whatever’s left to the people who matter most.<\/span><\/li>\n<\/ol>\n

    When it comes to your estate, that’s where we usually spend most of our time and have the most impactful conversations. Everyone has different ideas about what they want to happen after they’re gone, however there’s one recurring theme that arises in nearly every conversation: a Letter to your Executor<\/strong>.<\/span><\/p>\n

    Let’s assume you’re happy with your will and the person you’ve selected to carry out your wishes, your executor. What’s next? Your executor’s job is to make sure everything in your will happens the way you want it to. But let’s think for a moment about what questions they might have:<\/span><\/p>\n

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    1. Where is the original will located?<\/span>\n