Avoid Probate

A Farewell Announcement 31.12.2023 54:15 ↓

A change for the future and Solving the Probate Puzzle.

First Home Saving Account 17.12.2023 54:53 ↓

FHSA and Solving the Probate Puzzle plus the Financial Services Regulatory Authority.

Mortgage Rate Update 10.12.2023 51:13 ↓

Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'.

The Henson Trust 03.12.2023 54:56 ↓

A discussion regarding the Henson Trust and Debbie Stanley updates her 'Solving the Probate Puzzle'

Will the recent change in the inflation rate change interest rates? 26.11.2023 55:00 ↓

Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle.

Questions from the West Rouge Road Show 19.11.2023 55:44 ↓

Questions from the road show and Debbie Stanley continues to 'Solve the Probate Puzzle"

Syndicated Mortgage Investments 12.11.2023 53:42 ↓

Jerome Trail of 'The Mortgage Trail' introducing 'The Broker Is In', Solving the Probate Puzzle and an upcoming Road Show.

Stock Market Rallying 05.11.2023 55:08 ↓

Market effects, 'Solving The Probate Puzzle' and the story of a Power of Attorney and a bank.

Introducing Jerome Trail of The Mortgage Trail 29.10.2023 50:57 ↓

Interest rate trends, reverse mortgages, Solving the Probate Puzzle and more.

Reviewing RRSP to RRIF Rules 22.10.2023 53:35 ↓

Solving the Probate Puzzle with Debbie Stanley and also an email about whether or not a TFSA can be probated.

Changes to Estate Rules 15.10.2023 54:35 ↓

Recent changes made to estate rules/laws and an update on Solving the Probate Puzzle with Debbie Stanley.

A Surprising Update from 'Solving the Probate Puzzle 08.10.2023 54:58 ↓

Debbie Stanley returns from vacation with her probate update and an email regarding the transfer of bank accounts and self-directed brokerage accounts to an insurance company.

Most Popular Road Show Questions 01.10.2023 54:57 ↓

A look at the most popular Road Show questions and Colin Gies with social media news.

A New Team Avoid Probate Member 24.09.2023 54:38 ↓

We welcome new team member Colin Gies and talk about the importance of estate accounts.

Trust Accounts 17.09.2023 54:34 ↓

Setting up and administering a Trust Account plus Debbie Stanley continues to Solve the Probate Puzzle.

The Cost of Moving Your Savings to Avoid Probate 10.09.2023 54:59 ↓

Moving your money to avoid probate, Debbie Stanley continues to Solve the Probate Puzzle and a Bare Trust for Mom's home.

Back to the Basics 27.08.2023 54:48 ↓

A look at commonly asked questions about avoiding probate, and the use of a bare trust, plus Debbie Stanley continues 'Solving the Probate Puzzle'.

What's In A Signature? 20.08.2023 54:44 ↓

Is an emoji a signature, Debbie Stanley from ETP Canada continues to solve the Probate Puzzle and the email bag looks at a widow who was not on the house title.

The Estate Account 06.08.2023 54:23 ↓

Why you need an Estate Account and a listener deals with being an executor for beneficiaries in Canada and Germany.

Aretha Franklins Multiple Wills 30.07.2023 54:10 ↓

Aretha's wills, and Bill 245 changes your will. Plus Debbie Stanley from ETP Canada continues to 'Solve the probate Puzzle' taking on the role of executor.

TFSA Beneficiary 23.07.2023 53:58 ↓

A look at TFSA Beneficiaries, plus Debbie Stanley from ETP Canada with an update on 'Solving the Probate Puzzle' including dealing with virtual banks.

Moving Corporate Money to the Insurance Company 16.07.2023 54:00 ↓

Moving corporate money and what is an annuitant plus Debbie Stanley from ETP Canada continues to solve the probate puzzle.

When your Bank and your Lawyer Disagree about Probate 09.07.2023 55:16 ↓

Debbie Stanley continues her latest file on 'Solving the Probate Puzzle' and a real life death benefit top up plus your bank vs your lawyer.

Estate Audit Rules Keep Executors Honest 02.07.2023 54:07 ↓

Debbie Stanley from ETP Canada talks about the new Estate Information Return form and an update on the 'Solving the Probate Puzzle' segment.

Paul Portman is in the House 21.08.2022 54:19 ↓

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