A change for the future and Solving the Probate Puzzle.
FHSA and Solving the Probate Puzzle plus the Financial Services Regulatory Authority.
Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'.
A discussion regarding the Henson Trust and Debbie Stanley updates her 'Solving the Probate Puzzle'
Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle.
Questions from the road show and Debbie Stanley continues to 'Solve the Probate Puzzle"
Jerome Trail of 'The Mortgage Trail' introducing 'The Broker Is In', Solving the Probate Puzzle and an upcoming Road Show.
Market effects, 'Solving The Probate Puzzle' and the story of a Power of Attorney and a bank.
Interest rate trends, reverse mortgages, Solving the Probate Puzzle and more.
Solving the Probate Puzzle with Debbie Stanley and also an email about whether or not a TFSA can be probated.
Recent changes made to estate rules/laws and an update on Solving the Probate Puzzle with Debbie Stanley.
Debbie Stanley returns from vacation with her probate update and an email regarding the transfer of bank accounts and self-directed brokerage accounts to an insurance company.
A look at the most popular Road Show questions and Colin Gies with social media news.
We welcome new team member Colin Gies and talk about the importance of estate accounts.
Setting up and administering a Trust Account plus Debbie Stanley continues to Solve the Probate Puzzle.
Moving your money to avoid probate, Debbie Stanley continues to Solve the Probate Puzzle and a Bare Trust for Mom's home.
A look at commonly asked questions about avoiding probate, and the use of a bare trust, plus Debbie Stanley continues 'Solving the Probate Puzzle'.
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.
Why you need an Estate Account and a listener deals with being an executor for beneficiaries in Canada and Germany.
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.
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 and what is an annuitant plus Debbie Stanley from ETP Canada continues to solve the probate puzzle.
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.
Debbie Stanley from ETP Canada talks about the new Estate Information Return form and an update on the 'Solving the Probate Puzzle' segment.
We get an update from Debbie re Mr. Chip's probate application.
Pierre LaFontaine, iA big-wig, explains why iA is #1 in Canada for seg fund contracts.
POA compensation is a thing.
Introducing (posthumously) Mr. Chip and the first steps of dealing with his probate requirements.
Debbie Stanley introduces her new segment "Solving the Probate Puzzle".
History of Probate in Ontario and a closer look at Seg funds.
A look at the pros and (mostly) cons of adding the kids to the Title of the house.
We take a close look at GICs and recent rate changes.
A discussion with Debbie Stanley about the probate services provided by ETP Canada for people who did NOT avoid probate.
Just ask John Natale....you need a good advisor for your (probate avoiding) estate plan.
Is there really such a thing as a probate refund?.....Unicorns?
We dive deep into the questions/answers of a listeners email.
Is there really such a thing as the Executor's year? What does that mean?
Beneficiary Designations and Resulting Trusts Revisited
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.
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.
DSC fees were once a very common 'fee structure'. That has changed.
We have the Head of Tax, Retirement and Estate Planning for Manulife Canada as our guest in studio.
A discussion about a recent death claim experience for one of our valued clients and her children/beneficiaries.
A good look at a very recent court decision where beneficiary designations were challanged by the Will
Many new estate forms came into effect at the start of 2022. Who knew?
The very confusing Spousal RRSP explained. How to offset the tax on your unwanted RRIF income.
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.
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.
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'.
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.
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.
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.
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.
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.
A celebration of pickles and lots of listener mail.
Follow up to The Bare Trust....discussion on the use of multiple Wills as a planning strategy.
Returning guest Andrew Munro, of Clapperton Munro Law, talks about using a Bare Trust to avoid the probate on the house and/or cottage.
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 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.
What to do with the cottage? Keep it in the family? Here are 4 options...
Basic probate info and a Will registry (or two?)
Angelina Basra is a wholesaler at Industrial Alliance and she really knows her stuff.
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.
Bill C245 has passed. New 'substantial compliance' rules can save a Will. Your Holograph Will can be valid.
A discussion on the trouble with probate and good reasons to avoid it.
Michael Kennedy of Ingenuity Counsel talks about probate and other estate issues for Snowbirds and Canadians with U.S. assets.
A review of a discussion paper by the Law Commission of Ontario.
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.
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.
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.
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
Jonathan Gibson explains the value of reverse mortgages and other private lending options for those seeking to extract equity from their home
Keri Armstrong talks about the new Delmanor residence in Aurora and describes some of the great amenities and services enjoyed by residents.
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.
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 tells his story about settling his parents' estate and the family trouble that was created.
Andrew Gardiner talks about investment options at an insurance company. SSQ and La Capitale have merged to form Beneva.
Guest Barry Lebow talks about the importance of the ASA designation for realtors who are working with seniors. Downsizing options for seniors.
Estate Lawyer Andrew Munro returns to talk about different probate issues.
Estate Lawyer Andrew Munro is our special guest and walks us through some of the probate process.
