There is more to it than just having a Will; if you don’t have a plan or just want to learn more, consider attending this 3888 Education Seminar on Estate Planning. Location is the 3888 Association office located at 14 Cosentino Drive, Toronto, Ontario, M1P 3A2
Education Seminar – April 23, 2025, Estate Planning
Post Date: March 28, 2025
Subject: Education Seminar – April 23, 2025 Estate Planning
To: All Members and Retirees
Back by popular demand and for one session only, the Education Committee is pleased to invite all members and retirees to learn about estate planning. Regardless of where you are in life, this incredible opportunity to learn about all aspects of estate planning and tax law will be extremely useful. The presenter, Georgia Swan, is a lawyer who specializes in estate planning, family law, and tax law. Georgia is a friend to firefighters and works for TD Wealth Services; However, she will not be selling or pushing products and services – only educating us as indicated below:
Estate Planning – What is it all about?
By now, many of us know the importance of having a will, a continuing power of attorney for property, and a power of attorney for personal care in place. What can be confusing, however, is understanding what these documents are, why you should have them, what they are designed to do, and what decisions must be made to get them drafted properly. Is there a difference between getting a Will or Power of Attorney drafted and getting an estate plan done? How are estate planning decisions affected by real estate law, family law, tax law and business law considerations? In this program, we will explain the estate planning process, but will also touch on specific issues such as planning for vulnerable beneficiaries, trusts, cottages and other special assets, foreign assets and beneficiaries, taxation, and other legal issues when you are considering transitioning assets while you are alive.
The committee has secured Wednesday, April 23, 2025 at the Association office for the presentation. Light breakfast options will be available at 8:15 am, with presentations beginning at 8:45 am.
To reserve your spot, please click on the link below.
https://www.emailmeform.com/builder/form/68N65B140b9Y4dl9fb
In Solidarity,
Ryan Morrison
Education Committee Chair
Toronto Professional Fire Fighters’ Association
I.A.F.F. Local 3888