S3 E5: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 2

Women's Wealth Canada

English - April 18, 2023 16:00 - 20 minutes - 14.2 MB - ★★★★★ - 2 ratings
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Previous Episode: S3 E3: Simple Estate Planning for Everyone with Jennifer Leach Sandford, Pt. 1

Next Episode: How to Plan for Changes in Your Health and Lifestyle in Retirement

In this episode of the Women's Wealth Canada Podcast, we sit down with Jennifer Leach Sandford, a lawyer specializing in wills and estates. Jennifer shares valuable insight into the importance of having a will in place and when is the best time to prepare one, especially if you have a health diagnosis that may lead to progressive illness.

We also delve into the differences between a will, power of attorney, and healthcare directives. While a will provides instructions for the distribution of your assets after you die, power of attorney and healthcare directives come into play when you lose capacity. Your healthcare representative and personal care representative make decisions on your behalf, such as whether you're going into long-term care, while the power of attorney controls the administration of your assets.

Jennifer also shares some fascinating stories of cases where wills were challenged, and why it's essential to work with a lawyer who ensures the individual giving the instructions has the necessary capacity.

Don't miss this informative episode where you'll learn everything you need to know about estate planning. So, sit back, relax, and listen to the end to discover how you can protect your future and your loved ones. 💡💼💰

Our Guest
Jennifer Leach Sandford, Horne Coupar LLP
Jennifer is a lawyer practicing in the areas of wills, estates, trusts, tax planning, and taxpayer representation. She joined Horne Coupar LLP in 2021 prior to which she worked as an income tax and trusts lawyer in Montreal and Toronto for over fifteen years.

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Hosted by Glory Gray of Glory Gray Wealth Solutions

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Music
Background Intro music: Positive Determination
Other incidental by Purple Planet Music

This podcast is for informational purposes only and should not be construed as investment, tax or legal advice. It is not an offer to sell or buy or an endorsement, recommendation or sponsorship of any entity or security cited. Mutual funds offered through Portfolio Strategies Corporation. Other products and services provided through Glory Gray Wealth Solutions.