The Estate Account
Why you need an Estate Account and a listener deals with being an executor for beneficiaries in Canada and Germany.
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.
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.
Moving Corporate Money to the Insurance Company
Moving corporate money and what is an annuitant plus Debbie Stanley from ETP Canada continues to solve the probate puzzle.
When your Bank and your Lawyer Disagree about Probate
Debbie Stanley continues her latest file on ‘Solving the Probate Puzzle’ and a real life death benefit top up plus your bank vs your lawyer.
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.
Paul Portman is in the House
We get an update from Debbie re Mr. Chip’s probate application.
Mail….Fax….Mail Again
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?
POA compensation is a thing.
Muts, Music and FINTRAC
Introducing (posthumously) Mr. Chip and the first steps of dealing with his probate requirements.