Avoid Probate

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A Farewell Announcement

A change for the future and Solving the Probate Puzzle.
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First Home Saving Account

FHSA and Solving the Probate Puzzle plus the Financial Services Regulatory Authority.
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Mortgage Rate Update

Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'.
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The Henson Trust

A discussion regarding the Henson Trust and Debbie Stanley updates her 'Solving the Probate Puzzle'
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Will the recent change in the inflation rate change interest rates?

Jerome Trail from 'The Mortgage Trail' and 'Solving the Probate Puzzle'
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Questions from the West Rouge Road Show

Questions from the road show and Debbie Stanley continues to 'Solve the Probate Puzzle"
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Syndicated Mortgage Investments

Jerome Trail of 'The Mortgage Trail' introducing 'The Broker Is In', Solving the Probate Puzzle ...
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Stock Market Rallying

Market effects, 'Solving The Probate Puzzle' and the story of a Power of Attorney and a bank.
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Introducing Jerome Trail of The Mortgage Trail

Interest rate trends, reverse mortgages, Solving the Probate Puzzle and more.
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Reviewing RRSP to RRIF Rules

Solving the Probate Puzzle with Debbie Stanley and also an email about whether or not a TFSA can ...
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Changes to Estate Rules

Recent changes made to estate rules/laws and an update on Solving the Probate Puzzle with Debbie ...
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A Surprising Update from 'Solving the Probate Puzzle

Debbie Stanley returns from vacation with her probate update and an email regarding the transfer ...
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Most Popular Road Show Questions

A look at the most popular Road Show questions and Colin Gies with social media news.
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A New Team Avoid Probate Member

We welcome new team member Colin Gies and talk about the importance of estate accounts.
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Trust Accounts

Setting up and administering a Trust Account plus Debbie Stanley continues to Solve the Probate P...
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The Cost of Moving Your Savings to Avoid Probate

Moving your money to avoid probate, Debbie Stanley continues to Solve the Probate Puzzle and a Ba...
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Back to the Basics

A look at commonly asked questions about avoiding probate, and the use of a bare trust, plus Debb...
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What's In A Signature?

Is an emoji a signature, Debbie Stanley from ETP Canada continues to solve the Probate Puzzle and...
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The Estate Account

Why you need an Estate Account and a listener deals with being an executor for beneficiaries in C...
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Aretha Franklins Multiple Wills

Aretha's wills, and Bill 245 changes your will. Plus Debbie Stanley from ETP Canada continues to ...
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TFSA Beneficiary

A look at TFSA Beneficiaries, plus Debbie Stanley from ETP Canada with an update on 'Solving the ...
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Moving Corporate Money to the Insurance Company

Moving corporate money and what is an annuitant plus Debbie Stanley from ETP Canada continues to ...
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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 be...
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Estate Audit Rules Keep Executors Honest

Debbie Stanley from ETP Canada talks about the new Estate Information Return form and an update o...
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Paul Portman is in the House

Paul Portman talks about the Bare Trust
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Mail....Fax....Mail Again

Mustard ice cream and date of death values.
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If Probate is the Answer, what is the Question?

Mr. Chip's executor has a broken hip.
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Muts, Music and FINTRAC

You need valid photo ID.
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Bob McKenzie is No Old Joke

Private vs. Public Estate Info?!
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Team Tattoos

What's special about a seg fund?
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Should you add the kids to the title of the house? Probably NOT!

How about a Bare Trust instead?
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Hot Beans and a GIC Examination

Don't buy a GIC -- there are better options.
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Introducing Debbie Stanley at ETP Canada....and Forgiveness Day

You may not need a lawyer to complete the probate process.
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Your Estate Plan Requires a Good Advisor

....and marriage no longer kills your will
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Probate Refunds? Really?

LOTS of people OVER-PAY probate fees! You CAN get it back.
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Why you (probably) should NOT add your child to title of your home

There is a better way -- Bare Trust
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The Executor's 'Year'

Discussion about the job of the Executor....and his or her time constraints?
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Membership Bodies and Beneficiary Confusion

Resulting trust? Or gift?
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Census Data and POA Fraud

Protect yourself from POA fraud
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Disinheriting Your Child & Back Office Support

Great-grandchildren are grandchildren
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All Mailbag!

Your letters and stories shared.
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FRSA Regulatory Changes

New rules for advisors equals better protection.
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Assuris Protection

Better protection than CDIC
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The Real Costs of Joint Tenants

Is being a joint tenant worth the cost?
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Going to the Bank with Dad

Tartan Day and POA for Dad
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Primacy of Beneficiary Designations?

Recent court decisions.
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Spring Has Sprung and CRA Is Watching

CRA and social media
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REPEAT: Back to Basics (Jan 9th)

A refresher on the basics of probate.
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Can You Spell "Renunciation"?

Don't"intermeddle" if you plan to "renunciate"
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Bye Bye DSCs

The new fee structure means you pay NOTHING
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John Natale aka Mr. Manulife

Manulife is a player when it comes to avoiding probate.
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The Death Claim Process - Easy Peasy

The loved ones had their inheritance in short order.
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Breaking News re Beneficiary Designations

The Will did NOT win the day.
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New Estate Forms

The new estate forms and why you don't care.
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Spousal RRSP and RRIF Meltdown

SP RRSP, RIFF, and Haggis
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Why is it called RRSP 'Season' Anyway?

RRSP v. TFSA?
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We Review the Basics of Probate

A review of the basics...
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2021 in Review

2021 Was a Great Start....Here's to an Even Better 2022!
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Those Pesky December Capital Gains Distributions

Yet another shining example of why you should be owning seg funds.
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Get the Money Out Tax-Free with Corporate Life Insurance

Business owners should think about Corp owned life insurance.
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Power of Attorney vs. Guardianship

Guardianship -- a Powerful Tool?
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It's Really Not About the Fees

We all know you get what you pay for.
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Talking Probate and Psychology

'P' is for Psychology....not just Probate
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Pickles and a Really Big Mailbag

Pickles and listener mail.
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More on 2nd (and 3rd and 4th) Wills

Multiple Wills can help avoid probate.
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The Bare Trust

Yes, you can avoid probate on your house.
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More Real Estate Options for Seniors

Chip Barkel had decades of experience helping seniors manage their real estate needs.
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Assuris - Keeping your Money Safe

The insurance company could be THE safest place for your investments.
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The 6 Banks Will Fleece You

Maybe I should move my investments over to the insurance companies?
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What About The Cottage?

Cottage planning 101
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There Really Is A Will registry... Sort Of

Jason applies to the NEW Canada Will Registry
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More Solutions from Industrial Alliance

iA is #1 in Canada
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What's the Business Worth?

Do you need a Chartered Business Valuator (CBV)?
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Intestacy Rules, Substantial Compliance and Holograph Wills

Updated rules and Ted's broken AC
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Motorcycle Training and Probate Advice

Being an Executor can be painful!
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Cross Border Probate

Do you have to pay U.S. probate?
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Law Commission of Ontario (Part One)

Probate Review Part One
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Liz's Story - Part 1

Liz has lost trust in her older brother.
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The Death Doula

A Death Doula can help you to plan and prepare for the final chapter of your journey in this world.
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Tax Issues for Seniors and Two Men & A Truck

Taxing Issues for Seniors & Moving Day
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Pre-paid Funeral Planning

Pre-paid Funeral Planning made easy
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Reverse Mortgages

The reverse mortgage can be your friend
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Retirement Living at Delmanor

Delmanor Aurora opens Jan 2022
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Welcome Ted Woloshyn

Ted Wolowshyn makes his co-hosting debut after dealing with COVID
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Industrial Alliance

How to avoid probate at Industrial Alliance
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Ron's Story

One sibling can ruin the day
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Solutions at the new Beneva Part I

The solutions you need to avoid probate
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Real Estate for Seniors

Downsizing issues for seniors
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What is Probate Cont'd

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What is Probate?

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