Related Episodes

• Episode 23: The Complexities of Being an Executor — What executors need to know when important roles shift.
• Episode 34: Choosing the Right Executor — More on executor decisions and planning.
• Episode 33: What Happens If You Die Without a Will in Ontario? — Why wills matter in estate planning.
• Episode 31: Power of Attorney: What Most People Forget — A direct tie-in to updating legal delegations.
• Episode 26: RRIF Rules You Should Know — Key RRIF income planning insights for household changes.
• Episode 27: Does Your Investment Strategy Match Your Life Stage? — Aligning investments with where you are today.
• Episode 30: Talking Money with Your Adult Kids — Guidance on communication and sharing documents.
• Episode 32: Should You Name Your Children as Joint Owners? — Ownership structuring guidance.
• Episode 38: Is Your Insurance Working as Hard as You Are? — A review of insurance’s role after major life changes.