A look at the pros and (mostly) cons of adding the kids to the Title of the house.
Jul 10, 2022•53 min•Ep. 60
We take a close look at GICs and recent rate changes.
Jul 03, 2022•53 min•Ep. 59
A discussion with Debbie Stanley about the probate services provided by ETP Canada for people who did NOT avoid probate.
Jun 26, 2022•53 min•Ep. 58
Just ask John Natale....you need a good advisor for your (probate avoiding) estate plan.
Jun 19, 2022•52 min•Ep. 57
Is there really such a thing as a probate refund?.....Unicorns?
Jun 12, 2022•51 min•Ep. 56
We dive deep into the questions/answers of a listeners email.
Jun 05, 2022•53 min•Ep. 55
Is there really such a thing as the Executor's year? What does that mean?
May 29, 2022•52 min•Ep. 54
Beneficiary Designations and Resulting Trusts Revisited
May 22, 2022•54 min•Ep. 53
The number of 85 yr olds is climbing fast! Elder abuse/POA fraud is real.
May 15, 2022•55 min•Ep. 52
Quality back office support is critical -- for the advisor AND the client. Yes, you can disinherit your child....documentation is key.
May 08, 2022•54 min•Ep. 51
Finally we get to an all mailbag show!
May 01, 2022•54 min•Ep. 50
The regulator is proposing changes to further protect investors.
Apr 24, 2022•51 min•Ep. 49
CEO of Assuris, Paul Patrelli, is our repeat guest in studio to explain how your money is protected at the insurance company.
Apr 17, 2022•54 min•Ep. 48
We take a close look at some other costs associated with becoming a joint tenant.
Apr 10, 2022•52 min•Ep. 47
Helping a client deal with POA for Dad at the bank.
Apr 03, 2022•48 min•Ep. 46
We review a couple of different recent court decisions which really makes estate planning complicated.
Mar 27, 2022•45 min•Ep. 45
CRA is watching in new ways....is there a Will registry?
Mar 20, 2022•47 min•Ep. 44
A repeat of the probate back to basics that originally aired on Jan. 9, 2022.
Mar 13, 2022•46 min•Ep. 43
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.
Mar 06, 2022•47 min•Ep. 42
DSC fees were once a very common 'fee structure'. That has changed.
Feb 27, 2022•46 min•Ep. 41
We have the Head of Tax, Retirement and Estate Planning for Manulife Canada as our guest in studio.
Feb 20, 2022•46 min•Ep. 40
A discussion about a recent death claim experience for one of our valued clients and her children/beneficiaries.
Feb 13, 2022•48 min•Ep. 39
A good look at a very recent court decision where beneficiary designations were challanged by the Will
Feb 06, 2022•46 min•Ep. 38
Many new estate forms came into effect at the start of 2022. Who knew?
Jan 30, 2022•47 min•Ep. 37
The very confusing Spousal RRSP explained. How to offset the tax on your unwanted RRIF income.
Jan 23, 2022•47 min•Ep. 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.
Jan 16, 2022•45 min•Ep. 35
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.
Jan 09, 2022•46 min•Ep. 34
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'.
Jan 02, 2022•46 min•Ep. 33
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.
Dec 19, 2021•47 min•Ep. 32
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.
Dec 12, 2021•46 min•Ep. 31
