Podcast

KJ Harrison Insights –
Managing Risk & Returns

Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”

In this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the “Lasagna Ladies” — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate.

Sarah Bull sits down with Lori Duffy, Estate Lawyer at McCarthy Tétrault LLP, to unpack the strategies that can help you safeguard your estate, preserve your values, and ensure your legacy is protected — no matter what life brings.

Your Host

Sarah Bull, CIM®

With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.

Lori Duffy

Lori Duffy is a senior Trusts and Estates advisor at McCarthy Tétrault LLP in Toronto, where she leads the firm’s Private Wealth, Estates and Trusts practice.

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