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Will and Estate Info Session

Tuesday, 9 April, 2024 1 Nisan 5784

7:00 PM - 9:00 PMCongregation Darchei Noam

Please join us to chat about your most pressing estate planning questions. Rebceca Fisch and Stan Tepner will cover key topics including:

  • What does it mean to have a complete estate plan?
  • What role do the Powers of Attorney play and what role does the Will play?
  • How do I choose who should have Power of Attorney or who the executor of my Will should be?
  • How can I plan to give to charity in a tax-effective way?

Rebecca Fisch is a lawyer practising exclusively in the area of Wills and Estates. She is a frequent speaker on this topic for the Ontario Bar Association, the Law Society of Ontario and LawPro, the Lawyers Professional Indemnity Company.

Stan Tepner is a recently retired Chartered Professional Accountant and Certified Financial Planner.  He has been a frequent presenter at CPA Canada’s Financial Literacy Initiative educational sessions and has made dozens of appearances in the print and broadcast media discussing financial, estate and tax topics.

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Sun, 21 April 2024 13 Nisan 5784