ESTATE PLANNING, STRATEGIES
Maria Tanel
P1 Paralegal,
Objective Financial Partners Inc.
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About Maria
Maria Tanel is an experienced estate professional, P1 paralegal licensed by the Law Society of Ontario, notary public, and commissioner of oaths. She has over 25 years of experience working with executors managing their estate administration matters. Ms. Tanel believes that with personalized estate planning, an estate can be made to be probate-ready, reducing cost and complexity for your executors and your estate settlement.
Maria's Videos
Tune in with Jason Heath and Maria Tanel to learn about retirement planning tips for different retiree profiles, how traditional financial advice can reduce both your retirement income and estate value, the best tax practices for maximizing an estate's value, which assets are subject to probate, how to ensure you have a probate-ready estate to leave to your executors, and power of attorney and will considerations.
Maria Tanel
RETIREMENT
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