E971 - Beyond the Will: Why Execution is the Hardest Part
Published: April 17, 2026
Duration: 14:37
Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari. Today, we explore how estate planning is evolving into a critical strategy for preserving wealth and ensuring a smooth transfer of assets.
Joining us is Devon Miller, Vice President for Partnerships and Distribution at ClearEstate. With deep expertise in estate execution and planning, Devon shares how technology and empathy are reshaping this often overlooked area of financial management.
Key Highlights
Evolution of ClearEstate: Devon shares how the company has adapted to modern estate planning needs. Estate Planning Gaps: Devon explains the most common...