Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

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...

What if your family doesn't fit the mold? In this episode, we look at the importance of estate planning for diverse families, including blended families, LGBTQ+ couples, unmarried partners, and multigenerational households. We discuss key challenges such as legal complexities, family dynamics, and cultural traditions while providing practical steps for creating a solid inheritance plan. If you...

What are the secrets to stress-free legacy planning? Learn how to start early, organize essential documents, communicate effectively with loved ones, and work with professionals to create a comprehensive plan. Whether it's updating your will, setting up trusts, or preparing healthcare directives, we'll guide you through simple steps to secure your family’s future and bring peace of mind. L...

What are the real costs of inheriting in Canada vs. the U.S.? In this episode, we break down the differences between Canada's probate costs and the U.S.'s federal estate tax, often referred to as the 'death tax.' Learn how these systems impact the value of your estate, common myths about inheritance taxes, and practical tips for minimizing costs and preserving your legacy. Read our...

Estate planning isn’t just about paperwork—it’s about your legacy, relationships, and values. In this episode, we look at the emotional side of estate planning and why it’s essential to address these feelings. We present the top 5 reasons to embrace the emotions behind the decisions, with real-life stories that illustrate the impact of thoughtful planning. Whether you’re starting your estate plan...

Join us as we explore exciting travel tips and inspiration for travelers aged 55 and beyond. Learn how to stay active, save money, and make the most of your journeys while embracing the joy and freedom that travel brings at this stage of life. Adventure awaits! Read our blog article on our website. You can catch my videos on the ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agapi...

Join Santa Claus for a heartfelt holiday message of gratitude and inspiration! Santa thanks our viewers and listeners for their support, shares the importance of setting meaningful goals for 2025, and encourages everyone to start planning their legacy and lifestyle for a brighter future. A perfect blend of holiday cheer and thoughtful advice to kickstart the new year! 🎄✨ You can catch my videos...

The holiday season is a time for joy, reflection, and connection with loved ones. But it's also a reminder of life’s unpredictability. In this episode, Certified Legacy and Lifestyle Planner Nancy Boisvert shares why now is the perfect time to prioritize your legacy and lifestyle planning for 2025. Discover practical tips, thoughtful insights, and the emotional benefits of preparation that will pr...