Estate Planning 101
Originally Posted on Steadyhand Investments
By Julia Chung
May, 2023
Julia was thrilled to participate in a series of Estate Planning focused videos on legacy, probate fees, and trusts, with Lucy Main, partner at Weirfoulds LLP and David Toyne of Steadyhand Investments.
“One of the most uncomfortable things about financial and estate planning is the ambiguity.”
– Julia Chung
They’re each fairly quick and you can watch them right here:
- Building Your legacy: How to Pass Wealth to the Next Generation
- The Probate Process Explained: Understanding Your Legal Rights & Responsibilities
- Trusts 101: A Comprehensive Guide to Understanding & Creating Trusts
For other posts that feature Spring in the news, click here.
Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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