The Steps To Take Within 3-6 Months After the Death of a Spouse or Partner (Ep. 3)

Do you have a will?

Have you been made the executor of a will?

There are so many questions when it comes to inheriting assets from someone who has died, therefore it’s crucial to be knowledgeable, and organized in order to prevent unnecessary stress.

In this episode, Richard Dri and Palma Polesel explain some of the necessary tasks that need to be handled after the passing of your spouse. They address the high importance of having a will, appointing a guardian for minor children, and how to transfer assets to beneficiaries.

Listen as Richard and Palma discuss:

Details about wills, and the importance of having one
The three areas of focus for when making or updating a will
How in Ontario, the Succession Law Reform Act affects those without a will
The importance of having mortgage insurance
How the living spouse can benefit from RRSPs, Pension Plans and Tax-Free Savings Accounts (TFSA)
And more!