Tax Talk Podcast
A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
Tax Talk Podcast
Demystifying Estate Planning | Melanie Mitchell-Epp | EP 030
On this episode, Jared chats with Melanie Mitchell-Epp.
Melanie asked to join the podcast in an effort to promote an estate planning seminar that Jared is co-hosting on Oct 18th at the Innisfail Golf Club at 7pm. She felt it was important to share her personal story with respect to a couple of estates she has recently been involved with to help listeners better prepare for when they experience a similar situation in their lives.
Some of the topics discussed in the episode:
๐๏ธ Melanieโs experience with her grandma and fatherโs estates over the past couple of years.
๐๏ธ Family relationships โ how these can be strained after a loved one passes away.
๐๏ธ Importance of a will โ how a will streamlines the estate process exponentially.
๐๏ธ Personal representative (PR) & POA โ how selecting the right individual for these positions is crucial.
๐๏ธ Investment opportunities โ how a proper estate plan enables your PR to capitalize on opportunities.
๐๏ธ Tax liabilities โ how an understanding of your final tax bill will benefit your beneficiaries.
๐๏ธ Tax planning โ how tax mitigation needs be completed well in advance of your passing.
If listeners want to touch base with Melanie, you can find her through the following links:
Melanie Mitchell-Epp
Your Limits Lifted
587-801-2255
melanie@yourlimitslifted.com
https://www.yourlimitslifted.com/
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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