estate planning lists

IF YOU LOVE THEM LEAVE THEM LISTS

This is a book that needed to be written, to answer questions that we are all afraid to ask, and to help in a situation with which we are all acquainted but prefer to avoid. It’s a book that you don’t want to need.

Author Catherine Rahal shares her early tragic experience with her spouse’s death and subsequent losses. Her personal insights inform this book, allowing her to provide an easier out for you. This book of lists and reminders serves to transition you and your loved ones through that inevitable last journey. This book is not about taxes, although it touches on that topic too.

In this world nothing can be said to be certain, except death and taxes.

Benjamin Franklin

The Big Questions

The ones we don’t want to think about

01.

Incapacity

How to leave instructions and critical information in the event of your disability

02.

Money

Identify people, documents, and resources for managing your money when you can’t

03.

What you own

Establish what will happen to your physical and digital “stuff”

04.

When you are gone

How to ensure that your unique final wishes are known 

Leaving Them Lists

Essential info for those stepping in for you

Workbook

An essential (and cathartic) guide
This workbook will not only be a cathartic aid to dealing with life’s last chapter but will help you to ease those difficulties that inevitably arise when either unexpected tragedy strikes or a natural death occurs. Smoothing the path of things and processes will leave more time for family, grieving, remembering, and healing.

Who this is for

Helpful for all adult life stages
While those of us over 50 may be more likely to want or need a book like this, a read-through may be helpful to those younger who are still in the accumulation stage of life – that is, you may begin thinking differently about what and how much you accumulate, from kitchenware and furniture to collectibles.

Applicable worldwide

But written in Quebec
LISTS was written in Quebec, in Canada, and that is reflected in its pages. However, the information provided is applicable across the world. Each jurisdiction has its own rules, and it would be impossible to catalogue all of them in one slim volume. The basic information offered here is needed everywhere.

About

Author Bio

Catherine Rahal was born in the post-war wreckage of Berlin, Germany, grew up in the eastern United States, and followed her late husband to Montreal in Quebec, Canada in 1982. Personal tragedy and financial disaster early in life motivated her to pursue work as a personal financial advisor from 1991 through 2018. Catherine is a published writer, whose personal finance columns have appeared on the Canoe Money website and in the Montreal Gazette. Certifications in elder planning along the way became the catalyst for working on ways to simplify important decisions for those of us of a certain age. Since “retirement” is not in her vocabulary, the “Lists” project took shape soon after she’d seen clients for the last time. While more flexible time leaves room for family, friends, and especially for much-loved grandchildren, there are other projects in the pipeline. 

Designer Bio

Wendy Moenig started her career as a radio copywriter where a commercial had 30–60 seconds to tell its story; stories were cut to their essence. She progressed from aural through visual media — through television, interior design, the film industry, fine arts, then to graphic design — where telling a story with text and image also requires precision cutting — which helps reveal the beauty of the project. For the past 21 years, her passion for design combined with a typically Canadian passion while working as Senior Graphic Designer for a Canadian NHL team. Wendy has lived and worked in Calgary, Victoria, Vancouver, and Ottawa. Her freelance clients span those provinces, as well as Quebec. She shares a home with her biologist husband, on a river in a scenic former mill town in Eastern Ontario.

Don’t Wait!

If You Love Them Leave Them Lists — A Guide to Navigate Difficult Conversations and Organize Your Affairs, written by Catherine Rahal, is a short and informative guide on how to organize your affairs to help you prepare a roadmap or legacy notebook, serving as a guide for your representatives: your power of attorney and mandatary or healthcare and financial proxy, and eventually, your executor (liquidator) when you pass away.

I’d like to imagine that my affairs are in order, that my children will have in hand
precisely what to do in the event of my passing. I felt warmed to know that my children would be eased during this challenging time, as much as can be, with my legacy notebook guiding them. If one wants to feel reassured that all is in order, as is sometimes said, this is the book to follow.

Author Rahal shares her harrowing experiences and how she came to write this guide.

This is what happened to me, and I don’t want this to happen to you is one message I received. A second message is the importance of letting everyone know who your representatives are. A third message: Don’t wait.

From the habits of pets to the often-complicated world of social media passwords and usernames, this guide aims to leave nothing out. Hopefully, one day this guide will become known as The Rahal Guide.

Let’s see what the Rahal Guide recommends!

Testimonials

What People Are Saying

Reviews

Edith Cody-Rice
Publisher and Contributing Editor – Full review from The Millstone News
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This book by Quebec based financial advisor Catherine Rahal and designer/collaborator and Almonte resident Wendy Moenig should be in every adult home. Catherine Rahal addresses in clear and simple language the information you should leave for your family or executor in case of your incapacity or death…The book’s approach is personable but the message is clear. This is work that must be done and the information in the book and the accompanying lists tell you how to get to it. It does not all need to be compiled at one go but, over time, it must be compiled if you love those who will have to handle your affairs. (Click here to read the full review from The Millstone News)
Paul DeleanPersonal Finance Columnist, Montreal Gazette
Read More
If you died or were incapacitat­ed, and people went through your dresser, closets and private papers, what would they discover about you that they might not have known? What would they consider valuable, if anything? Whom would they contact to share the news? It's uncomfortable to contem­plate, but it happens to everyone in time...Longtime local financial adviser Catherine Rahal, author of a new book titled If You Love Them, Leave Them Lists calls it "creating your roadmap," so that others will have some idea how to close your final chapter cleanly and with minimal inconvenience. (Click here to read the full review from The Montreal Gazette)
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