Estate Planning for Women: From Awareness to Action
Pratik Patel, BMO's U.S. Head of Planning, is joined by Leila Francis, National Head of Fiduciary Advisory Services at BMO, for a practical conversation on why estate planning matters so much for women.
As women live longer and increasingly become the recipients of inherited wealth, Pratik and Leila discuss the foundational documents every woman should have in place, what can happen when no plan exists, and how thoughtful planning can protect children, spouses, and family dynamics. They also highlight common pitfalls, like account titling and beneficiary designations, that can unintentionally override even well-designed plans.
The conversation closes with clear, actionable takeaways to help women move from awareness to action and plan with confidence.
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