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Written by Pratik Patel

Beyond the Portfolio - Before You Go: Essential Legal Documents for International Travel

 

On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Amy Takeuchi Wanlass, Senior Wealth Strategist from BMO Family Office, to walk through a topic that’s easy to put off. No one wants to think about what happens if a trip goes wrong. But whether you’re heading out on vacation, sending a kid abroad for a semester, or splitting time between two homes, there’s a short list of things worth locking down before you go, not after. More than just a passport is required.

 

Subscribe now:
Apple Podcasts https://podcasts.apple.com/us/podcast/beyond-the-portfolio/id1820022074
Spotify: https://open.spotify.com/show/08WwJ0jhn2Z6SL0YwwhO43

 

Transcript - Beyond the Portfolio - Before You Go: Essential Legal Documents for International Travel

 

Pratik Patel
Pratik Patel

Head of Wealth Planning BMO Wealth Management

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