Estate Planning - It’s Never Too Early To Start

The Finance Cafe

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1+ y ago 42:23

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In this episode Shauna sits down with Alysha, Sr. Financial Planner in Tax and Estate Planning at Richardson Wealth Limited, to discuss why estate planning is so important and what this looks like as an entrepreneur, breaking down what estate planning is and what it entails, who should be involved in the process, and 5 estate planning tips for women entrepreneurs.

Alysha takes a holistic approach to wealth management, leading the wealth planning process in its entirety — from goals-based discovery to developing detailed financial and estate plans, through to strategy implementation.

With over 10 years experience in the investment industry, Alysha provides clients with comprehensive wealth services including expert insight on tax, intergenerational wealth transfer, philanthropy, business succession and continuity planning and estate planning. She holds specialized designations in financial planning, family enterprise advisory, estate planning, and risk management. Alysha is actively involved in the industry — she is Chair of Programs Committee for the Society of Trust and Estate Practitioners (STEP) Vancouver Executive, a mentor to students through Junior Achievement of British Columbia, STEP and the BCIT Financial Planning Program, and serves as Director and Chair of Education for the Financial Planning Association of Canada (FPAC).

Resources

Being an Executor

The digital hereafter

Domestic Agreements: A Primer

Dying Intestate

Estate Conflicts

Estate Planning Checklist

Estate Record Keeper

Connect with Alysha

LinkedIn: https://www.linkedin.com/in/alyshato/

Website: https://richardsonwealth.com/wealth-strategies/

Sponsor

For more resources and information for women entrepreneurs be sure to connect to our incredible podcast sponsor the Women Entrepreneurship Knowledge Hub

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