When creating an estate plan for a client there are several questions to consider. Such as, who is named as the executor or executrix? What will happen when your client passes away? Are there other assets managed by another firm? Is there a corporate institution named as the executor?

In this episode, Michelle Cooper from XML Financial Group sheds light on what you need to know when helping your clients create a sound estate plan—especially when a life transition such as a divorce, separation or a birth of a child could impact the plan. Michelle discusses a number of estate planning strategies you can adopt to ease the process for you and your client.