Estate planning isn’t just about wills – it’s about ownership, structure, and asking better questions.
In this episode of Discovery Series: Unplugged, we’re joined by Gabriela Kratchanov, Insurance Advisor with Desjardins Financial Security Independent Network and Independent Contract Lawyer at Stewart McKelvey, who brings a rare dual perspective to the conversation.
Drawing on her experience as a champion mooter, Gabriela breaks down how legal thinking – argument, reasoning, and conclusion – can elevate advisor conversations around real estate, common-law relationships, intergenerational wealth, and tax risk. From joint ownership pitfalls to overlooked estate liabilities, this episode highlights why collaboration between advisors, lawyers, and accountants isn’t optional – it’s essential.
A must-listen for advisors looking to strengthen estate conversations, uncover insurance opportunities, and protect client legacies with clarity and confidence.