Forge Advisory Group – Estate Documentation Podcast
Shelley Waite joined Mehul Sudra, an investor advisor of CIBC, in their podcast, Forging Your Financial future, where they discuss Estate Documentation.
In Shelley's practice as a wills, estates and trust lawyer, she helps clients navigate the creation of their estate plan. This episode will take you through estate documentation and remove barriers like jargon, acronyms, and other language that keep you from understanding and directing your own finances and wills.
Click to listen to "Forge Advisory Group – Estate Documentation" Podcast