Avoid Probate

It's Really Not About the Fees

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

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

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

A celebration of pickles and lots of listener mail.

More on 2nd (and 3rd and 4th) Wills

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

The Bare Trust

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

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

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.

The 6 Banks Will Fleece You

What About The Cottage?

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

There Really Is A Will Registry... Sort Of

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

More Solutions from Industrial Alliance

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

What's the Business Worth?

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

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

Motorcycle Training and Probate Advice

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

Cross Border Probate

Michael Kennedy of Ingenuity Counsel talks about probate and other estate issues for Snowbirds and Canadians with U.S. assets.

Law Commission of Ontario (Part One)

A review of a discussion paper by the Law Commission of Ontario.

Liz's Story - Part 1

Liz just assumed that her older brother had everything set up appropriately at the bank for their elderly mom. It cost her thousands of dollars in legal fees to get to the truth.

The Death Doula

Now trained as a Death Doula, Julie Cryns is using her decades of teaching experience and close personal loss to assist others including those who want to put a plan in place for themselves and those dealing with the loss of someone special.

Tax Issues for Seniors and Two Men & A Truck

Norman Pulker of Horizon Tax Services talks about key tax planning issues for seniors including the value of income splitting, OAS claw-back, GIS testing and the DTC. Two Men & a Truck can help you with all of your moving needs.

Pre-paid Funeral Planning

Michelle Osborne, Branch Manager at Mountlawn Funeral Home and Cemetery, an Arbor Memorial property, talks about the many advantages of pre-paying some or all of your final arrangements and the stress that it can take off your loved ones

Reverse Mortgages

Jonathan Gibson explains the value of reverse mortgages and other private lending options for those seeking to extract equity from their home

Retirement Living at Delmanor

Keri Armstrong talks about the new Delmanor residence in Aurora and describes some of the great amenities and services enjoyed by residents.

Welcome Ted Woloshyn

Ted Woloshyn joins as co-host after recovering from COVID. Paul Kenny from Consignment Heroes is our in studio guest. Paul talks about some of the hidden gems found after someone passes or downsizes.

Industrial Alliance

Mark Dziedzic, Regional VP Sales for Individual Investment and Retirement Products tells us about some of the solutions available at Industrial Alliance -- #1 in Canada

Ron's Story

Ron tells his story about settling his parents' estate and the family trouble that was created.

Solutions At The New Beneva Part I

Andrew Gardiner talks about investment options at an insurance company. SSQ and La Capitale have merged to form Beneva.

Real Estate for Seniors

Guest Barry Lebow talks about the importance of the ASA designation for realtors who are working with seniors. Downsizing options for seniors.

What is Probate Cont'd

Estate Lawyer Andrew Munro returns to talk about different probate issues.

What is Probate?

Estate Lawyer Andrew Munro is our special guest and walks us through some of the probate process.