Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives
Nancy BoisvertWelcome to the Agapi/NEXsteps Podcast. At NEXsteps, we help individuals and families prepare for the future with clarity and confidence. Whether you're creating a legacy plan, settling an estate, or navigating life transitions, our videos offer expert insights and practical support. Certified Executor Advisor Nancy Boisvert covers topics such as; legacy & lifestyle planning, executor guidance & es... more
| Publishes | Weekly | Episodes | 185 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
A friend at church told Evelyn to put her daughter's name on the house title. When she was gone, the house would pass straight to her daughter. No court, no probate, no fuss. It took an afternoon and cost a few hundred dollars, and nobody asked wheth... more
Signing a will has always meant everybody in the same room at the same time. You, your spouse, two witnesses, and a good chunk of a weekday at a lawyer's office. For a lot of Canadians,that scheduling problem is the actual reason the will never got d... more
Terrence and Yolanda moved from Calgary to a bungalow outside Halifax with their wills in a folder in the moving truck. Same estate, same wills, same executor. In Alberta the probate fee would have been $525. In Nova Scotia it's closer to $16,000.
N... more
Before anyone builds you an investment portfolio, they find out what you're willing to put up with, what you could actually survive, and whether both of those match what you say you want. Nobody skips it. Then the conversation gets to your estate and... more
Most people who agree to be an executor picture a few months of paperwork. What they actually get is closer to a part-time job that can run a year or two, with long stretches where the only thing to do is wait.
In this episode, I walk through what a... more
Everyone knows the list of estate planning steps by now. Will, power of attorney, personal directive, beneficiary review, telling your family where things are. CTV covered it recently, and it struck a nerve, because most of us recognize ourselves som... more
Most families think keeping the vacation property in the family is just a matter of writing it into the will. It isn't.
When the parents pass, the CRA treats the cottage or cabin as sold at fair market value the moment before death, and the resulti... more
Your digital life doesn't disappear when you die. It gets stuck.
Your executor can't just log into your accounts, even with a valid will. In this episode, we look at what actually happens to cryptocurrency, email, cloud storage, and social media wh... more
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