Archive

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

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

Finally we get to an all mailbag show!

The regulator is proposing changes to further protect investors.

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

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

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

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

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

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