Avoid Probate

Mail....Fax....Mail Again 14.08.2022 52:38 ↓

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

If Probate is the Answer, what is the Question? 07.08.2022 52:48 ↓

POA compensation is a thing.

Muts, Music and FINTRAC 31.07.2022 51:16 ↓

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

Bob McKenzie is No Old Joke 24.07.2022 51:24 ↓

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

Team Tattoos 17.07.2022 52:45 ↓

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

Should you add the kids to the title of the house? Probably NOT! 10.07.2022 53:10 ↓

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

Hot Beans and a GIC Examination 03.07.2022 53:00 ↓

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

Introducing Debbie Stanley at ETP Canada....and Forgiveness Day 26.06.2022 53:09 ↓

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

Your Estate Plan Requires a Good Advisor 19.06.2022 52:17 ↓

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

Probate Refunds? Really? 12.06.2022 50:42 ↓

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

Why you (probably) should NOT add your child to title of your home 05.06.2022 52:34 ↓

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

The Executor's 'Year' 29.05.2022 52:29 ↓

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

Membership Bodies and Beneficiary Confusion 22.05.2022 53:45 ↓

Beneficiary Designations and Resulting Trusts Revisited

Census Data and POA Fraud 15.05.2022 55:03 ↓

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

Disinheriting Your Child & Back Office Support 08.05.2022 54:01 ↓

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

All Mailbag! 01.05.2022 53:53 ↓

Finally we get to an all mailbag show!

FRSA Regulatory Changes 24.04.2022 50:55 ↓

The regulator is proposing changes to further protect investors.

Assuris Protection 17.04.2022 53:55 ↓

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

The Real Costs of Joint Tenants 10.04.2022 51:47 ↓

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

Going to the Bank with Dad 03.04.2022 47:34 ↓

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

Primacy of Beneficiary Designations? 27.03.2022 45:13 ↓

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

Spring Has Sprung and CRA Is Watching 20.03.2022 47:14 ↓

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

REPEAT: Back to Basics (Jan 9th) 13.03.2022 45:56 ↓

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

Can You Spell "Renunciation"? 06.03.2022 47:07 ↓

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.

Bye Bye DSCs 27.02.2022 45:58 ↓

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