Demystifying Estate Planning with Andreea Vladescu
Real Connections: CAWEE Voices
Release Date: 04/14/2025
Real Connections: CAWEE Voices
Episode Summary In this conversation, host , The Pink Coach, sits down with of Heart of Networking to unpack what it actually takes to build a strong network that leads to real opportunities. They talk about moving away from transactional, awkward networking and toward a relationship first approach that feels natural, confident, and consistent. You will hear practical ways to start better conversations, follow up without feeling salesy, and become the person people remember and refer. Key Takeaways Relationships before referrals: The most effective networking is built on trust, consistency,...
info_outlineReal Connections: CAWEE Voices
Episode Summary In this episode, sits down with , portrait photographer and owner of Your Eye On Photo (Scarborough, Ontario), to talk about what really goes into a great photoshoot—long before the camera clicks. Desiree shares why preparation matters, how styling and branding shape the final images, and practical posing tips that instantly make self-portraits and headshots feel more flattering and confident. Key Takeaways Preparation is everything: A pre-shoot consultation helps plan wardrobe, styling, and the overall goal of the session. Branding goes beyond logos: For...
info_outlineReal Connections: CAWEE Voices
Episode 21: Demystifying Estate Planning with Andreea Vladescu Episode Summary Estate planning is one of those things many of us delay — until it becomes urgent. In this episode, speaks with , about the essentials: what a will does, what probate means, and how Canadians can plan ahead to reduce stress, costs, and confusion for their loved ones. Key Takeaways ● Estate planning isn’t just for the wealthy or elderly. Any adult can benefit from a plan. ● A will is a must — especially with minor children. It lets you name an executor and choose a guardian. ● Probate can be costly and...
info_outlineReal Connections: CAWEE Voices
Episode Summary Certified Professional Accountant breaks down the must-have features of small-business accounting software and how the right stack can save time, reduce errors, and keep you compliant. From invoicing and expense tracking to payroll, reporting, and cloud access, Andreea explains what to look for, what to avoid, and how to budget smartly (including hidden fees and scalability). She also compares leading platforms - QuickBooks Online, Xero, FreshBooks, and Wave - and shares practical guidance on onboarding your team, integrating tools (payments/CRM/inventory/tax), and...
info_outlineReal Connections: CAWEE Voices
Episode Summary In this conversation, host sits down with Realtor to explore practical, non-traditional paths to homeownership - especially for people navigating major life changes. Drawing on a background in business, law, and executive roles in healthcare, Robyn shares why she and her business partner focus on clients in transition (divorce, bankruptcy/proposal, new-to-Canada, self-employed) and how programs like rent-to-own can bridge the gap when a conventional mortgage isn’t an option. She also makes the case for working with specialists who understand complex scenarios -...
info_outlineReal Connections: CAWEE Voices
Episode Summary In this episode, host sits down with , also known as The Pink Coach, for a powerful conversation on building authentic connections and lasting confidence in business. Claudine shares her journey as a coach and entrepreneur, highlighting how mindset, self-awareness, and community support shape professional success. She discusses the importance of creating meaningful relationships rather than transactional ones, and how women in business can embrace their personal style and story to stand out while staying true to themselves. Tune in for practical advice on...
info_outlineReal Connections: CAWEE Voices
Guest: , Founder & Chief Travel Designer at Host: , CDC Divorce Transition and Recovery Coach In this jet-setter's dream episode, travel designer and entrepreneur Leila Lavaee shares her expert strategies for seeing the world without draining your wallet. With journeys to over 80 countries under her belt, Leila helps clients travel with intention, meaning, and ease. 💼 Whether you’re booking a family getaway, romantic escape, or a business trip, this episode is full of real talk and practical tips you can use now. 🌍 Highlights include: Why flexibility is your...
info_outlineReal Connections: CAWEE Voices
In this eye-opening episode, host Wendy Rovers, talks to about the real-world impact of ADHD on professionals, especially women navigating fast-paced work and life transitions. Joanna brings warmth, clarity, and deep expertise as she breaks down what ADHD actually is (hint: it’s not just about attention). A certified coach, she works with overwhelmed professionals to help them move past cycles of self-doubt, disorganization, and procrastination. 🧠 In this episode, we cover: What ADHD is (and isn't) Common myths and misconceptions How ADHD shows up as executive...
info_outlineReal Connections: CAWEE Voices
In this episode, we hear from , Realtor, who’s on a mission to help more Ontarians move from renting to owning - with confidence. Together with her partner Cheryl, Robyn supports first-time homebuyers, newcomers, and families facing credit or financial challenges. Their not-so-secret weapon? Ownable - a rent-to-own model reimagined for today’s market. 💬 In this conversation: Why the term “rent to own” needed a rebrand Who qualifies for Ownable (there are 5 key buyer profiles!) How Ownable helps clients lock in a home and a price, even if they’re not mortgage-ready today...
info_outlineReal Connections: CAWEE Voices
This week, host from Kaos Group sits down with , a Certified Financial Planner from Thunder Bay who specializes in helping independent women take charge of their money. Millie brings both warmth and wisdom to financial planning, making it feel like less of a chore and more of an empowering conversation. Topics covered: When to seek financial planning (hint: any “oh sh*t” moment counts) Big transitions: marriage, divorce, job change, death, empty nest Why insurance isn't for you - it's for those left behind The stages of planning: from cash flow to legacy The Living Plan Snapshot...
info_outlineEpisode Summary
Estate planning is something we all know we should do, yet many of us put it off. In this episode, host Janine Harris sits down with guest Andreea Vladescu CPA, a seasoned Chartered Professional Accountant (CPA), to break down estate planning into simple, actionable steps. With over 25 years of experience in accounting, tax planning, and financial management, Andreea shares practical advice on how to protect your wealth, minimize taxes, and ensure a smooth transition of assets to your loved ones.
Timestamps
00:23 - Andreea’s background – 25+ years in accounting, tax planning, and financial reporting.
02:05 - Common estate planning challenges – probate, tax confusion, and family conflicts.
04:06 - The importance of having a will – and what happens if you don’t.
06:10 - How to minimize probate fees – wills, trusts, and beneficiary designations.
10:08 - Business owners & estate planning – why planning ahead is crucial.
Key Takeaways
✅ Why estate planning is crucial – it's not just for the wealthy or elderly
✅ Common mistakes people make, including waiting too long to plan
✅ Probate explained – what it is and how to minimize its impact
✅ Practical tax-saving strategies to help you prepare for the future
✅ The importance of a will and how to structure it for your unique situation
✅ Life insurance as a key estate planning tool
Andreea also shares real-life scenarios where estate planning (or lack thereof) had a major impact on families and small business owners.
Rapid Fire Round
🔥 One thing people get wrong about estate planning? Thinking it’s only for the wealthy.
🔥 Who would Andreea have dinner with? Queen Elizabeth II.
🔥 Go-to comfort food? Chocolate.
🔥 Life advice? Don’t wait for the perfect moment - create it and live it!
Listen now and take step toward securing your financial future!
📌 Connect with Andreea Vladescu
🔗 LinkedIn: https://www.linkedin.com/in/andreeavladescu/
Connect with CAWEE
Follow us on Social Media
Instagram - https://www.instagram.com/caweenet/
LinkedIn - https://www.linkedin.com/company/cawee
Read our blog for deeper insights on valuable topics from our members.
Subscribe to our podcast for more valuable insights from Canadian women executives and entrepreneurs.
Credits
Hosted by Janine Harris. Special thanks to Andreea Vladescu for sharing her talent with us.