Avoid Probate

Follow Avoid Probate
Share on
Copy link to clipboard

Hosted by Jason Laidler of avoidprobate.ca, AVOID PROBATE is the program with a unique focus on helping Canadians avoid probate. The one thing everyone should know about probate is that it’s not inevitable. With some planning, and good advice, you can avo

Zoomer Podcast Network


    • Aug 21, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 48m AVG DURATION
    • 66 EPISODES


    More podcasts from Zoomer Podcast Network

    Search for episodes from Avoid Probate with a specific topic:

    Latest episodes from Avoid Probate

    Paul Portman is in the House

    Play Episode Listen Later Aug 21, 2022 54:19


    We get an update from Debbie re Mr. Chip's probate application.

    Mail....Fax....Mail Again

    Play Episode Listen Later Aug 14, 2022 52:38


    Pierre LaFontaine, iA big-wig, explains why iA is #1 in Canada for seg fund contracts.

    If Probate is the Answer, what is the Question?

    Play Episode Listen Later Aug 7, 2022 52:48


    POA compensation is a thing.

    Muts, Music and FINTRAC

    Play Episode Listen Later Jul 31, 2022 51:16


    Introducing (posthumously) Mr. Chip and the first steps of dealing with his probate requirements.

    Bob McKenzie is No Old Joke

    Play Episode Listen Later Jul 24, 2022 51:24


    Debbie Stanley introduces her new segment "Solving the Probate Puzzle".

    Team Tattoos

    Play Episode Listen Later Jul 17, 2022 52:45


    History of Probate in Ontario and a closer look at Seg funds.

    Should you add the kids to the title of the house? Probably NOT!

    Play Episode Listen Later Jul 10, 2022 53:10


    A look at the pros and (mostly) cons of adding the kids to the Title of the house.

    Hot Beans and a GIC Examination

    Play Episode Listen Later Jul 3, 2022 53:00


    We take a close look at GICs and recent rate changes.

    Introducing Debbie Stanley at ETP Canada....and Forgiveness Day

    Play Episode Listen Later Jun 26, 2022 53:09


    A discussion with Debbie Stanley about the probate services provided by ETP Canada for people who did NOT avoid probate.

    Your Estate Plan Requires a Good Advisor

    Play Episode Listen Later Jun 19, 2022 52:17


    Just ask John Natale....you need a good advisor for your (probate avoiding) estate plan.

    Probate Refunds? Really?

    Play Episode Listen Later Jun 12, 2022 50:42


    Is there really such a thing as a probate refund?.....Unicorns?

    Why you (probably) should NOT add your child to title of your home

    Play Episode Listen Later Jun 5, 2022 52:34


    We dive deep into the questions/answers of a listeners email.

    The Executor's 'Year'

    Play Episode Listen Later May 29, 2022 52:29


    Is there really such a thing as the Executor's year? What does that mean?

    Membership Bodies and Beneficiary Confusion

    Play Episode Listen Later May 22, 2022 53:45


    Beneficiary Designations and Resulting Trusts Revisited

    Census Data and POA Fraud

    Play Episode Listen Later May 15, 2022 55:03


    The number of 85 yr olds is climbing fast! Elder abuse/POA fraud is real.

    Disinheriting Your Child & Back Office Support

    Play Episode Listen Later May 8, 2022 54:01


    Quality back office support is critical -- for the advisor AND the client. Yes, you can disinherit your child....documentation is key.

    All Mailbag!

    Play Episode Listen Later May 1, 2022 53:53


    Finally we get to an all mailbag show!

    FRSA Regulatory Changes

    Play Episode Listen Later Apr 24, 2022 50:55


    The regulator is proposing changes to further protect investors.

    Assuris Protection

    Play Episode Listen Later Apr 17, 2022 53:55


    CEO of Assuris, Paul Patrelli, is our repeat guest in studio to explain how your money is protected at the insurance company.

    The Real Costs of Joint Tenants

    Play Episode Listen Later Apr 10, 2022 51:47


    We take a close look at some other costs associated with becoming a joint tenant.

    Going to the Bank with Dad

    Play Episode Listen Later Apr 3, 2022 47:34


    Helping a client deal with POA for Dad at the bank.

    Primacy of Beneficiary Designations?

    Play Episode Listen Later Mar 27, 2022 45:13


    We review a couple of different recent court decisions which really makes estate planning complicated.

    Spring Has Sprung and CRA Is Watching

    Play Episode Listen Later Mar 20, 2022 47:14


    CRA is watching in new ways....is there a Will registry?

    REPEAT: Back to Basics (Jan 9th)

    Play Episode Listen Later Mar 13, 2022 45:56


    A repeat of the probate back to basics that originally aired on Jan. 9, 2022.

    Can You Spell "Renunciation"?

    Play Episode Listen Later Mar 6, 2022 47:07


    We discuss a recent court case where executors decided they no longer wanted the job and filed a renunciation application. They were surprised and disappointed with the Court's decision.

    Bye Bye DSCs

    Play Episode Listen Later Feb 27, 2022 45:58


    DSC fees were once a very common 'fee structure'. That has changed.

    John Natale aka Mr. Manulife

    Play Episode Listen Later Feb 20, 2022 46:00


    We have the Head of Tax, Retirement and Estate Planning for Manulife Canada as our guest in studio.

    The Death Claim Process - Easy Peasy

    Play Episode Listen Later Feb 13, 2022 47:30


    A discussion about a recent death claim experience for one of our valued clients and her children/beneficiaries.

    Breaking News re Beneficiary Designations

    Play Episode Listen Later Feb 6, 2022 46:10


    A good look at a very recent court decision where beneficiary designations were challanged by the Will

    New Estate Forms

    Play Episode Listen Later Jan 30, 2022 47:00


    Many new estate forms came into effect at the start of 2022. Who knew?

    Spousal RRSP and RRIF Meltdown

    Play Episode Listen Later Jan 23, 2022 47:15


    The very confusing Spousal RRSP explained. How to offset the tax on your unwanted RRIF income.

    Why is it called RRSP 'Season' Anyway?

    Play Episode Listen Later Jan 16, 2022 44:36


    After all of these years, there is still confusion about how RRSPs work....and now we need to compare them to the features of the TFSA.

    We Review the Basics of Probate

    Play Episode Listen Later Jan 9, 2022 46:00


    Why not start the new year off with a review of the basics? We explain the probate process -- what it does and why it's often required.

    2021 in Review

    Play Episode Listen Later Jan 2, 2022 46:03


    We look back at our start in 2021 and each of the guests we had in studio who were able to help us tell the 'avoid probate story'.

    Those Pesky December Capital Gains Distributions

    Play Episode Listen Later Dec 19, 2021 47:05


    You could be taxed on Capital Gains Distributions you receive in December regardless of when you bought the mutual fund. Doesn't really seem fair?! This doesn't happen with a seg fund.

    Power of Attorney vs. Guardianship

    Play Episode Listen Later Dec 12, 2021 45:48


    When power of attorney is not enough, guardianship could be the answer. Two powerful tools to assist a loved one in many ways, including an estate plan.

    It's Really Not About the Fees

    Play Episode Listen Later Dec 5, 2021 46:04


    We take a close look at what the fees are and how they work and how they compare to fees associated with other investment options.

    Get the Money Out Tax-Free with Corporate Life Insurance

    Play Episode Listen Later Nov 28, 2021 46:03


    Using Corporate owned life insurance can be an excellent strategy to pay out Corporate dollars to share holders tax free by utilizing the Capital Dividend Account. It save a bundle in taxes for pennies on the dollar.

    Talking Probate and Psychology

    Play Episode Listen Later Nov 21, 2021 45:55


    Special guest Cathy Nagy of Cathy Nagy Psychology talks about the psychological issues surrounding conversations about money between parents and children and the psychology that is part of the probate process.

    Pickles and a Really Big Mailbag

    Play Episode Listen Later Nov 14, 2021 47:07


    A celebration of pickles and lots of listener mail.

    More on 2nd (and 3rd and 4th) Wills

    Play Episode Listen Later Nov 7, 2021 46:48


    Follow up to The Bare Trust....discussion on the use of multiple Wills as a planning strategy.

    The Bare Trust

    Play Episode Listen Later Oct 17, 2021 46:05


    Returning guest Andrew Munro, of Clapperton Munro Law, talks about using a Bare Trust to avoid the probate on the house and/or cottage.

    Claim Avoid Probate

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel