Avoid Probate

John Natale aka Mr. Manulife 20.02.2022 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 13.02.2022 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 06.02.2022 46:10 ↓

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

New Estate Forms 30.01.2022 47:00 ↓

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

Spousal RRSP and RRIF Meltdown 23.01.2022 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? 16.01.2022 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 09.01.2022 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 02.01.2022 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 19.12.2021 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 12.12.2021 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 05.12.2021 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 28.11.2021 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 21.11.2021 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 14.11.2021 47:07 ↓

A celebration of pickles and lots of listener mail.

More on 2nd (and 3rd and 4th) Wills 07.11.2021 46:48 ↓

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

The Bare Trust 17.10.2021 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.

More Real Estate Options for Seniors 10.10.2021 46:34 ↓

Chip Barkel is an expert when it comes to helping seniors with their real estate needs. He talks about his team of experts and all of the services they provide to make real estate simple and suited to your specific needs.

Assuris - Keeping your Money Safe 03.10.2021 46:06 ↓

Assuris has your back....and the backing of the insurance industry. They are there to protect your investments. The President and CEO, Paul Petrelli explains how it works.

What About The Cottage? 19.09.2021 45:34 ↓

What to do with the cottage? Keep it in the family? Here are 4 options...

There Really Is A Will Registry... Sort Of 12.09.2021 46:04 ↓

Basic probate info and a Will registry (or two?)

More Solutions from Industrial Alliance 05.09.2021 46:09 ↓

Angelina Basra is a wholesaler at Industrial Alliance and she really knows her stuff.

What's the Business Worth? 29.08.2021 46:05 ↓

If an Executor is probating an estate where there were business assets, he/she would be wise to enlist the services of a 3rd party Chartered Business Valuator, like David at Pardal Ventures.

Intestacy Rules, Substantial Compliance and Holograph Wills 22.08.2021 46:15 ↓

Bill C245 has passed. New 'substantial compliance' rules can save a Will. Your Holograph Will can be valid.

Motorcycle Training and Probate Advice 15.08.2021 46:02 ↓

A discussion on the trouble with probate and good reasons to avoid it.