I want to save you a lot of trouble!
In this self-help book I want to clearly, concisely, and repeatedly explain why it is important that every individual appoint an executor of their estate; what it means to be an executor of an estate; and how having a knowledgeable and responsible executor can help ensure a family’s wealth, welfare, health, and future happiness.
The book is filled with advice, tips, and many real-life examples demonstrating what can go wrong (and what can go right), depending on whether or not families plan accordingly in advance, communicate clearly with one another, and are willing to put petty and selfish differences aside.
No one likes talking about death and inheritances before they absolutely have to, but I learned from personal experience, having these conversations earlier, rather than later, will save a lot of time and money, alleviate a ton of stress and ill feeling, and ensure that the deceased’s wishes are properly and efficiently carried out.
I am a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.
I've advised hundreds of clients, written over 200 articles about personal finance, and shared my expertise on radio and television myriad times.
But I am not just an expert; I am someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with siblings over my parents’ estate.
And that was with a written will!
The grief, frustration, and stress of that experience were life-altering for me.
I was determined to write this book in order to help others successfully navigate the difficult tasks of estate planning and executorship—so that other families could stay together, rather than fall apart.
I want to give you this...