August 1, 2020
Peter offers his SMARTWills services to ease the planning process for businesses and individuals, helping them reduce taxes on assets and protect the money they have worked so hard to earn.
The name builds on the goal-setting SMART approach that stands for Specific, Measurable, Attainable, Realistic, and Timely goals.
In his first podcast, we will cover what are the key financial tasks to cover during this period of uncertainty. Peter will provide details and explain why you need to….
– Check on your Beneficiaries
– Update insurers and your heirs
– Create or revise the Powers of Attorney
– Visit your safety deposit box
– Update your Will(s) – and yes you may need more than one will!!
August 3, 2020
In this podcast, we will cover what the differences are in homeownership titles and how they can impact Probate Planning. Peter takes a deep dive into Joint Tenancy and Tenancy in Common.
The goal is to help you understand the differences and to make sure you are protected financially and from the taxman.
In this podcast, we will cover why everyone needs a Will.
Unfortunately, less than half of Canadians have a Will. Either erroneously thinking there is no need, or it’s undesirable to have to think about a Will, or the time and effort; or maybe the cost. Listen in to learn about what can happen if you don’t have a Will.
August 27, 2020
In this podcast, we will cover how Estate Administrate Fees are implemented.
Listen in to discover what you can expect to pay and some of the ways you can reduce paying Estate Administration Fees (also commonly known as Probate Fees)
September 3, 2020
In this podcast, we will cover the differences between preparing a Will versus an Estate Plan and a Probate Plan.
In addition to the definitions, we will show you how this can impact your family’s future and help with tax avoidance strategies.