The Fundamentals of Wills and Estate Planning with Denise Branton (Ep. 11)
The idea of death and creating a will isn’t fun for anyone. However, it is one of the most important documents you will ever create.
Joined by Denise Branton, lawyer and owner of Branton Law Professional Corporation, Frankie and Sarah delve into the critical topic of wills and estate planning. Denise underscores the necessity for every adult to have a will and the proper ways to go about creating one.
Frankie, Sarah, and Denise discuss:
- The purpose of a will and how to choose your Executor
- When to create a will and the importance of doing so
- The process and criteria for creating a valid will
- Considerations for business owners when drafting a will
- The importance of considering digital assets in your will
Resources:
- Leaving a Legacy Through Charitable Giving with Frank Cerisano (Ep. 9)
- Leaving a Legacy Through Charitable Giving Part 2 (Ep. 10)
Connect with Frankie Loreto and Sarah Netley:
- Courtice.BakerTilly.ca
- LinkedIn: Baker Tilly Canada
- LinkedIn: Frankie Loreto
- LinkedIn: Sarah Netley
- Call: (905) 579-5659
Connect with Denise Branton:
About Our Guest:
Denise Branton has been working in the legal services field for 20 years. She got her start as a full-time law clerk working for a firm in Toronto. She earned her law degree from Osgoode Hall Law School in 2005 and was called to the Ontario Bar in 2006. After 5 years of practicing in Toronto, she moved her law practice to Durham Region.
Denise prides herself on providing her clients with grounded and practical perspectives. Focusing on understanding her clients’ needs, so that she can deliver quality services and quality results.
The information provided in this podcast is for information purposes only. It does not reflect changes in law subsequent to the podcast. The distribution of this information is made on the understanding that it does not constitute legal advice. Listeners are advised to consult with a lawyer to discuss the specifics of their own particular situation and estate plan. The contents are intended for general information purposes only and under no circumstances can be relied upon for legal decision-making.
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