Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

Think you don’t need a will? In this episode, we dive into five “perfectly reasonable” reasons to avoid estate planning—tongue firmly in cheek. From trusting the government to assuming your teenager is ready to inherit everything, this light-hearted take reveals what really happens when you leave things to chance. Want real-life examples and deeper insight? Read the full article and explore how NE...

What happens when you don’t have a spouse, children, or nearby family to speak for you? In this episode, Certified Executor Advisor Nancy Boisvert shares practical, compassionate guidance for those living solo who want to plan ahead with confidence. We explore how to: ✅ Appoint the right Power of Attorney and executor ✅ Build a trusted circle of support—even without family ✅ Prepare for housing...

What would you say if you had five minutes to tell your loved ones what matters most? In this episode, we explore the power of legacy letters—personal messages that outlive us and speak to the hearts of those we care about. You’ll learn what a legacy letter is, why it matters, and how it can become one of the most meaningful parts of your legacy planning. In my article, I’ll share real-life exampl...

What really happens when someone dies without a will in Canada? In this episode, I break down the legal consequences of dying intestate, what the law says about who inherits, and why assuming “my family will figure it out” can lead to conflict, delays, and even court battles. I also share real-world insights from my work as a Certified Executor Advisor and Personal Fiduciary—plus steps you can tak...

You’ve got a will—but is your plan really complete? In this episode, we explore what most wills miss —from digital assets and caregiving wishes to sentimental keepsakes and family values. A legal will covers your assets, but a true legacy plan captures so much more. I’ll walk you through: Why your will may be legally sound but personally incomplete The emotional and practical gaps most families di...

What happens when retirement arrives—or when caregiving ends—and you’re left wondering, “Now what?” In this episode, we explore how purpose evolves through life’s transitions. You’ll hear the moving story of a man who walked his wife in her wheelchair every day—until her passing. But his story didn’t end there. Today, he’s volunteering, bringing the same quiet compassion to others in need. We also...

Ontario has rolled out sweeping changes to its probate laws: making virtual witnessing of wills permanent, redefining spousal inheritance rights, and giving courts new powers to validate improperly signed documents. But these reforms aren’t just Ontario’s business. They reflect a larger shift in estate planning law that could impact Canadians from coast to coast. In this episode, we unpack what’s...

Your estate plan might be legally sound—but is it still relevant ? In this episode, Nancy Boisvert, Certified Executor Advisor and founder of NEXsteps, shares why adapting your estate plan is essential as life changes. From shifting tax laws to evolving family dynamics, she explains what can go wrong when plans are left unchecked—and how to make sure your legacy stays protected. 🎧 You’ll learn: W...

In this episode, we dive into the growing importance of incapacity planning as dementia diagnoses rise and people live longer. Learn why having a Power of Attorney, a Personal Directive, and an up-to-date Will is essential—not just for your peace of mind, but to protect your family from costly and stressful legal battles. 🎙️ Featuring real-life stories and practical tips, this episode covers: What...

Did you know that only 15% of Canadians have an estate plan—even though most say they want to protect their families and pass on their assets smoothly? In this episode, we unpack the estate planning gap in Canada —why it exists, what’s at stake, and how you can avoid the common pitfalls that leave loved ones overwhelmed and unprepared. You’ll learn: Why so many Canadians delay estate planning The...

Thinking about your estate plan? If you're 65 or older and want to skip probate, protect your privacy, and keep control of your assets, you need to know about alter ego trusts. In this episode, we break down what they are, how they work, and why they’re one of Canada’s best-kept estate planning secrets.👉 Don’t let probate slow things down—listen now and take the smarter route. Read our article⁠ ⁠...

Think your taxes end when you die? Think again. In Canada, the CRA treats most of your assets as if you sold them the moment you die—a rule called deemed disposition. This “parting gift” can leave your estate with a massive tax bill, and if you're the executor, you're on the hook to deal with it. In this episode, we break down what deemed disposition is, how it works, and what you can do t...

In this episode, we explore how Alberta’s digital probate system is changing the way estates are settled — and why it matters, even if you’re outside the province. From the basics of probate to what executors need to know about online applications, this is a must-listen for anyone managing an estate or planning ahead. Whether you’re navigating probate for a loved one or simply curious about how th...

Aging isn’t just about wrinkles and wisdom—it’s about resilience, confidence, and freedom. In this week's episode, we explore the 10 unexpected benefits of growing older that no one talks about. From emotional strength to better decision-making, discover why getting older might just be the best phase of your life yet. Whether you're navigating midlife or supporting aging loved ones, this uplifting...

Planning your legacy is one of the most important things you can do for your loved ones—but too many people make costly, avoidable mistakes that lead to family disputes, lost assets, and unnecessary taxes. In this episode, we break down the biggest mistakes people make when planning their legacy—and how you can avoid them. Whether you're just starting your estate plan or updating an existing o...

Being named an executor is a big responsibility—and one that often comes with unexpected challenges. In this episode, we break down the top 3 most common mistakes people make when administering an estate. Visit our website to read our post. You'll read real-life stories that bring these issues to life and learn practical tips to help avoid them. Whether you're preparing to administer an es...

Want to build wealth that lasts for generations? In this episode, we’ll break down smart strategies for creating and protecting generational wealth, from estate planning to financial investments. Learn how to secure your legacy and ensure your loved ones benefit for years to come! ⁠⁠⁠ Read our blog article⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠on this topic. You can catch my videos on the ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠...

Caring for an aging loved one can be overwhelming, but having a plan makes all the difference. This week, we share practical tips on navigating eldercare—covering emotional, financial, and legal considerations, daily caregiving strategies, and building a strong support network. Learn how NEXsteps can help you make informed decisions and confidently manage the journey ahead. ⁠⁠ Read our blog articl...

What happens when someone passes away without a will? Settling an estate without clear instructions can be overwhelming and legally complex. In this episode, we’ll walk you through the critical steps of estate administration when no will exists, including how assets are distributed, who takes charge, and common challenges you might face. Don’t get caught unprepared—watch now to learn what you need...

Administering an estate comes with legal and financial responsibilities that every executor must understand. In this episode, we break down the key steps, from securing assets and handling debts to distributing inheritances and avoiding legal pitfalls. Whether you're an executor or just planning ahead, this guide will help you navigate the estate administration process with confidence.⁠⁠ Read...

What happens to your online accounts when you’re gone? Your digital legacy—social media, emails, financial accounts, and more—needs a plan. In this episode, we explore why digital estate planning is essential and how to protect your online presence for your loved ones. Read the full article on our website for more details! Don’t forget to like, share, and subscribe for more insights on estate and...

Think estate planning is just for the wealthy? Think again! Don't fall for common myths that could put you or your loved ones' legacy at risk. This week, we’re debunking the biggest misconceptions about estate planning and showing you why everyone—yes, even YOU—needs a solid plan in place. Listen now to protect your legacy and avoid costly mistakes! Read all 10 myths on our website. ⁠Read our blog...

Being a caregiver is both rewarding and challenging, but too often, caregivers neglect their own well-being. In this episode, we explore the invisible burden of caregiving, the emotional and physical toll it takes, and why self-care is essential—not just for you, but for the person you’re caring for. Learn practical strategies to avoid burnout, build a support network, and plan ahead to ease futur...

Aging: it’s not just about wrinkles and reading glasses—it comes with some serious perks! From never being asked for ID to rocking those sweet senior discounts, this episode takes a fun and witty look at the top 7 benefits of getting older. Set to the playful original tunes "Aging with Purpose" and "Embracing the Years," this fun look at aging will have you laughing—and maybe e...

What happens to your pet if something happens to you? Many pet owners don’t realize that, in the eyes of the law, pets are property—not family. Without a clear plan, your beloved companion could end up in a shelter or with someone who can’t care for them properly. This week, we explore how to include your pet in your will, set up a pet trust, and ensure they have a loving home when you’re no longe...