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Tuesday, October 12, 2021

New webinar: Being a Beneficiary: what you need to know

We're hosting a webinar and you are all invited!

I'll be presenting this 90-minute session on Zoom on November 18, 2021. We'll cover beneficiaries' rights and obligations as well as things like who pays the tax, what the executor can and can't do without your approval, and what happens if there is no will. And as a bonus, the first 100 registrations come with a free e-copy of The Beneficiary's Answer Book.

The seminar is designed for anyone who is a beneficiary or executor, or who deals with beneficiaries in their line of work.

If you want to register or just find out more, go to our website at

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