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Estate Planning for Blended Families

Simcoe Money Management Series

This presentation will demonstrate the importance of good estate and tax planning for blended families.

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This program will not be recorded, please plan to attend virtually on the day of the event.

When it comes to blended families, a common question is often how do I provide for my new spouse while still preserving my assets for my children from my previous relationship? Tax law provides benefits when transferring assets to spouses which are not available for transfers of assets to children. As a result the tax consequences of estate planning for blended families will often inform estate planning decisions. This presentation will demonstrate the importance of good estate and tax planning for blended families. We will explore the interplay between estate, tax and family law as well as options for balancing the goals of support to a surviving spouse and preservation of assets for children from previous relationships.

A Tax and Estate Planner with TD Wealth, Georgia brings 28 years of experience to estate planning and tax matters. Prior to joining TD Wealth in 2017 Georgia practiced tax, estate planning and estate administration as well as family law in central Ontario. Georgia is certified by the Law Society of Ontario as a specialist in Taxation Law and in Estates and Trusts Law. She teaches Income Tax at the university and professional level and is a frequent speaker for various organizations on topics ranging from estates, trusts, family and tax law. Georgia has also appeared on BNN Money Talks.

Simcoe Money Management Series: The Barrie Public Library has partnered with eight local libraries (Clearview, Collingwood, Innisfil ideaLab, Midland, New Tecumseth, Ramara, Tay Township and Wasaga Beach) to offer a 2023 financial and legal talk series.

The health and safety of our participants and staff is our top priority, please review our Stay Safe Guidelines.

If you are unable to attend, we ask that you cancel your registration or email askus@barrielibrary.ca

Questions? Please call 705-728-1010 or email askus@barrielibrary.ca

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