HomePodcastsAvoid ProbateAvoid ProbateSortLatestA-ZA Farewell AnnouncementA change for the future and Solving the Probate Puzzle.ListenFirst Home Saving AccountFHSA and Solving the Probate Puzzle plus the Financial Services Regulatory Authority.ListenMortgage Rate UpdateJerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'.ListenThe Henson TrustA discussion regarding the Henson Trust and Debbie Stanley updates her 'Solving the Probate Puzzle'ListenWill the recent change in the inflation rate change interest rates?Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'ListenQuestions from the West Rouge Road ShowQuestions from the road show and Debbie Stanley continues to 'Solve the Probate Puzzle"ListenSyndicated Mortgage InvestmentsJerome Trail of 'The Mortgage Trail' introducing 'The Broker Is In', Solving the Probate Puzzle ...ListenStock Market RallyingMarket effects, 'Solving The Probate Puzzle' and the story of a Power of Attorney and a bank.ListenIntroducing Jerome Trail of The Mortgage TrailInterest rate trends, reverse mortgages, Solving the Probate Puzzle and more.ListenReviewing RRSP to RRIF RulesSolving the Probate Puzzle with Debbie Stanley and also an email about whether or not a TFSA can ...ListenChanges to Estate RulesRecent changes made to estate rules/laws and an update on Solving the Probate Puzzle with Debbie ...ListenA Surprising Update from 'Solving the Probate PuzzleDebbie Stanley returns from vacation with her probate update and an email regarding the transfer ...ListenMost Popular Road Show QuestionsA look at the most popular Road Show questions and Colin Gies with social media news.ListenA New Team Avoid Probate MemberWe welcome new team member Colin Gies and talk about the importance of estate accounts.ListenTrust AccountsSetting up and administering a Trust Account plus Debbie Stanley continues to Solve the Probate P...ListenThe Cost of Moving Your Savings to Avoid ProbateMoving your money to avoid probate, Debbie Stanley continues to Solve the Probate Puzzle and a Ba...ListenBack to the BasicsA look at commonly asked questions about avoiding probate, and the use of a bare trust, plus Debb...ListenWhat's In A Signature?Is an emoji a signature, Debbie Stanley from ETP Canada continues to solve the Probate Puzzle and...ListenThe Estate AccountWhy you need an Estate Account and a listener deals with being an executor for beneficiaries in C...ListenAretha Franklins Multiple WillsAretha's wills, and Bill 245 changes your will. Plus Debbie Stanley from ETP Canada continues to ...ListenTFSA BeneficiaryA look at TFSA Beneficiaries, plus Debbie Stanley from ETP Canada with an update on 'Solving the ...ListenMoving Corporate Money to the Insurance CompanyMoving corporate money and what is an annuitant plus Debbie Stanley from ETP Canada continues to ...ListenWhen your Bank and your Lawyer Disagree about ProbateDebbie Stanley continues her latest file on 'Solving the Probate Puzzle' and a real life death be...ListenEstate Audit Rules Keep Executors HonestDebbie Stanley from ETP Canada talks about the new Estate Information Return form and an update o...ListenPaul Portman is in the HousePaul Portman talks about the Bare TrustListenMail....Fax....Mail AgainMustard ice cream and date of death values.ListenIf Probate is the Answer, what is the Question?Mr. Chip's executor has a broken hip.ListenMuts, Music and FINTRACYou need valid photo ID.ListenBob McKenzie is No Old JokePrivate vs. Public Estate Info?!ListenTeam TattoosWhat's special about a seg fund?ListenShould you add the kids to the title of the house? Probably NOT!How about a Bare Trust instead?ListenHot Beans and a GIC ExaminationDon't buy a GIC -- there are better options.ListenIntroducing Debbie Stanley at ETP Canada....and Forgiveness DayYou may not need a lawyer to complete the probate process.ListenYour Estate Plan Requires a Good Advisor....and marriage no longer kills your willListenProbate Refunds? Really?LOTS of people OVER-PAY probate fees! You CAN get it back.ListenWhy you (probably) should NOT add your child to title of your homeThere is a better way -- Bare TrustListenThe Executor's 'Year'Discussion about the job of the Executor....and his or her time constraints?ListenMembership Bodies and Beneficiary ConfusionResulting trust? Or gift?ListenCensus Data and POA FraudProtect yourself from POA fraudListenDisinheriting Your Child & Back Office SupportGreat-grandchildren are grandchildrenListenAll Mailbag!Your letters and stories shared.ListenFRSA Regulatory ChangesNew rules for advisors equals better protection.ListenAssuris ProtectionBetter protection than CDICListenThe Real Costs of Joint TenantsIs being a joint tenant worth the cost?ListenGoing to the Bank with DadTartan Day and POA for DadListenPrimacy of Beneficiary Designations?Recent court decisions.ListenSpring Has Sprung and CRA Is WatchingCRA and social mediaListenREPEAT: Back to Basics (Jan 9th)A refresher on the basics of probate.ListenCan You Spell "Renunciation"?Don't"intermeddle" if you plan to "renunciate"ListenBye Bye DSCsThe new fee structure means you pay NOTHINGListenJohn Natale aka Mr. ManulifeManulife is a player when it comes to avoiding probate.ListenThe Death Claim Process - Easy PeasyThe loved ones had their inheritance in short order.ListenBreaking News re Beneficiary DesignationsThe Will did NOT win the day.ListenNew Estate FormsThe new estate forms and why you don't care.ListenSpousal RRSP and RRIF MeltdownSP RRSP, RIFF, and HaggisListenWhy is it called RRSP 'Season' Anyway?RRSP v. TFSA?ListenWe Review the Basics of ProbateA review of the basics...Listen2021 in Review2021 Was a Great Start....Here's to an Even Better 2022!ListenThose Pesky December Capital Gains DistributionsYet another shining example of why you should be owning seg funds.ListenGet the Money Out Tax-Free with Corporate Life InsuranceBusiness owners should think about Corp owned life insurance.ListenPower of Attorney vs. GuardianshipGuardianship -- a Powerful Tool?ListenIt's Really Not About the FeesWe all know you get what you pay for.ListenTalking Probate and Psychology'P' is for Psychology....not just ProbateListenPickles and a Really Big MailbagPickles and listener mail.ListenMore on 2nd (and 3rd and 4th) WillsMultiple Wills can help avoid probate.ListenThe Bare TrustYes, you can avoid probate on your house.ListenMore Real Estate Options for SeniorsChip Barkel had decades of experience helping seniors manage their real estate needs.ListenAssuris - Keeping your Money SafeThe insurance company could be THE safest place for your investments.ListenThe 6 Banks Will Fleece YouMaybe I should move my investments over to the insurance companies?ListenWhat About The Cottage?Cottage planning 101ListenThere Really Is A Will registry... Sort OfJason applies to the NEW Canada Will RegistryListenMore Solutions from Industrial AllianceiA is #1 in CanadaListenWhat's the Business Worth?Do you need a Chartered Business Valuator (CBV)?ListenIntestacy Rules, Substantial Compliance and Holograph WillsUpdated rules and Ted's broken ACListenMotorcycle Training and Probate AdviceBeing an Executor can be painful!ListenCross Border ProbateDo you have to pay U.S. probate?ListenLaw Commission of Ontario (Part One)Probate Review Part OneListenLiz's Story - Part 1Liz has lost trust in her older brother.ListenThe Death DoulaA Death Doula can help you to plan and prepare for the final chapter of your journey in this world.ListenTax Issues for Seniors and Two Men & A TruckTaxing Issues for Seniors & Moving DayListenPre-paid Funeral PlanningPre-paid Funeral Planning made easyListenReverse MortgagesThe reverse mortgage can be your friendListenRetirement Living at DelmanorDelmanor Aurora opens Jan 2022ListenWelcome Ted WoloshynTed Wolowshyn makes his co-hosting debut after dealing with COVIDListenIndustrial AllianceHow to avoid probate at Industrial AllianceListenRon's StoryOne sibling can ruin the dayListenSolutions at the new Beneva Part IThe solutions you need to avoid probateListenReal Estate for SeniorsDownsizing issues for seniorsListenWhat is Probate Cont'dListenWhat is Probate?Listen