Avoid Probate

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

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

POA compensation is a thing.

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

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

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

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

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

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

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

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

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

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

Beneficiary Designations and Resulting Trusts Revisited

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

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

Finally we get to an all mailbag show!

The regulator is proposing changes to further protect investors.

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

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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.

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'.

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.

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.

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.

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.

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.

A celebration of pickles and lots of listener mail.

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

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