Would you spin a wheel to decide who gets everything you worked for throughout your entire life.

Would you spin a wheel to decide who gets everything you worked for throughout your entire life.

Sounds silly, doesn’t it? Well, today’s biggest estate planning issue is what we call the Beneficiary Lottery. This is the solution that many people default to by trying to avoid conflict or not dealing with estate issues. In a nutshell, when wills are made they are done per individual, not jointly. At any time, either party can change their will without informing the other. In addition to this, when one party has passed the surviving person can make any changes to their will, as they see fit.

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Amber Mazurkiewicz B.A.
Marketing Manager
The McClelland Financial Group of Assante Capital Management Ltd.


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