Estate Planning Fundamentals
Session Time: 6 PM – 9 PM
Presenter Name: Ms. Jane Armstrong, JD Tax and Estate Planner
How To Register: RSVP directly to Ms. Jane Armstrong
- What is estate planning?
- Enduring Powers of Attorney (finances)
- Representation Agreements (health)
- How assets flow on death (including probate)
- Tax on death basics
- Considerations for physicians Conclusion
About The Speaker
Ms. Jane Armstrong – At TD Wealth, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, customized wealth advice you deserve – and we can do that only by fully understanding you. That’s why we take the time to understand you, your family and your values. Whether your needs are straightforward or complex, we’re dedicated to delivering tailored, comprehensive, wealth management strategies that are rooted in your goals. We will stay in tune with your needs and help ensure you’re on track to achieve the future you envision for yourself.
As a Tax and Estate Planner of the Wealth Advisory Services team, I apply my expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external professional advisors to help identify issues and properly structure your estate in a tax effective manner.
Prior to joining TD, I worked at a local boutique law firm and practiced primarily in the areas of family law and estate planning. My background enables me to provide clients with customized estate plans, helping them navigate the complexities presented by the intersection between family law issues and estate planning.
I am a graduate from the University of Calgary Law School and am a member of the Canadian Bar Association – British Columbia. I remain committed to continuous education and am currently working on obtaining my Trust and Estate Practitioner (TEP) designation.
When I’m not engaging with clients, I enjoy adventuring with my family, as well as playing soccer and field hockey. I am also actively involved with my children’s various sporting activities, volunteering as a coach and coordinator.