Aug. 19, 2025
#260 - Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly
Paw-sitive Planning: Estate Planning for Your Pets – with Liza Connelly
Kathleen speaks with Liza Connelly, director of trust and estate services for CIBC Private Wealth. Liza has more than 25 years of trust, estate and fiduciary experience, but this isn’t your usual conversation about estate planning – we talk about estate planning for your pets!
We discuss the different options that are available if you would like to provide for your pets after you pass away; best practices for planning ahead for unexpected emergencies, including what you might want to include in your durable power of attorney; how Liza helped get a pet trust statute passed in Massachusetts; her tips for shopping for pet insurance; and more!
