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🔍 Estate Planning Insight
Naming your spouse or eldest child as executor sounds loving, but it's often a big mistake.

Wealth Advisor and Financial Planner, Tracy Andrade, explains how the role of executor is far more than symbolic — it’s a demanding job that involves:
✅ Probate applications
✅ Asset valuations
✅ Tax filings
✅ Managing family dynamics during grief

Before naming someone close to you, ask:
👉 Do they have the expertise, time, and emotional distance to handle it all?

Sometimes, the most compassionate choice is a professional executor — allowing loved ones to focus on grieving and healing.

💬 Are you in the Waterloo region, and are concerned about your executor choice? Let’s talk. Visit marnoa.ca to explore professional alternatives.

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