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Avoid Probate

Zoomer Podcast Network•www.zoomerradio.ca
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Investing
Hosted by Jason Laidler of avoidprobate.ca, AVOID PROBATE is the program with a unique focus on helping Canadians avoid probate. The one thing everyone should know about probate is that it’s not inevitable. With some planning, and good advice, you can avoid the exhausting, expensive and time-consuming probate process; and have your affairs settled quickly and privately.
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Episodes

First Home Saving Account

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

Dec 17, 2023•55 min•Ep. 133

Mortgage Rate Update

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

Dec 10, 2023•51 min•Ep. 132

The Henson Trust

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

Dec 03, 2023•55 min•Ep. 131

Syndicated Mortgage Investments

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

Nov 12, 2023•54 min•Ep. 128

Stock Market Rallying

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

Nov 05, 2023•55 min•Ep. 127

Reviewing RRSP to RRIF Rules

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

Oct 22, 2023•54 min•Ep. 125

Changes to Estate Rules

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

Oct 15, 2023•55 min•Ep. 124

Trust Accounts

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

Sep 17, 2023•55 min•Ep. 120

Back to the Basics

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

Aug 27, 2023•55 min•Ep. 117

What's In A Signature?

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.

Aug 20, 2023•55 min•Ep. 116

The Estate Account

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

Aug 06, 2023•54 min•Ep. 115

Aretha Franklins Multiple Wills

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.

Jul 30, 2023•54 min•Ep. 114

TFSA Beneficiary

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

Jul 23, 2023•54 min•Ep. 113

Estate Audit Rules Keep Executors Honest

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

Jul 02, 2023•54 min•Ep. 110

Mail....Fax....Mail Again

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

Aug 14, 2022•53 min•Ep. 65

Muts, Music and FINTRAC

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

Jul 31, 2022•51 min•Ep. 63

Team Tattoos

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

Jul 17, 2022•53 min•Ep. 61
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