What should have taken a few weeks to sort out took nearly a year.
A family friend passed away with a beautiful legacy—savings, a cabin, investments. But probate delays, unclear paperwork, and taxes turned grief into a nightmare for her kids.
That's exactly what we're avoiding today.
You don't need complicated legal maneuvers or fancy trusts to minimize taxes with estate planner guidance. Most people just want things simple for their loved ones.
My husband said it perfectly: "I don't want to pay more tax than I have to, and honestly, I just want it to be simple."
Simple wins.
I'm sharing five straightforward strategies that help your family minimize taxes with estate planning and avoid delays when you're gone.
Ready to keep things simple? Listen to the full episode for all five strategies here!
If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
