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Artwork for Agapi Marketing/NEXsteps  Changing Perceptions... Transforming Lives

Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

Nancy Boisvert

Welcome 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

PublishesWeeklyEpisodes146Founded6 years ago
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Artwork for Agapi Marketing/NEXsteps  Changing Perceptions... Transforming Lives

Latest Episodes

Filing the final tax return is one of the most misunderstood executor duties, and one of the most important. This week, we discuss what executors must do, when to file, and how to avoid costly CRA mistakes.

We’ll also talk about optional returns, cl... more

You’ve named your executor, but have you prepared them?

In this episode, I discuss what every testator and executor should understand about the practical side of estate administration. We’ll look at key responsibilities, common emotional hurdles, an... more

Preparing your will does not have to be stressful or complicated. In this week's episode, we introduce you to "9 essential steps to help you prepare your will" with clarity and confidence so your wishes are honoured and your loved ones are protected.... more

In this episode, I talk about why so many people avoid discussing death, money, and legacy , and how secrecy often creates confusion and conflict.

See how honest, compassionate conversations can bring clarity, peace of mind, and lasting understandi... more

Being named executor is an honour, but it can also be one of the toughest roles you’ll ever take on. In this episode we explore the emotional side of being an executor.

Learn how executor duties often collide with family emotions, and learn practic... more

Estate planning nightmares aren’t fiction — they happen every day. Certified Executor Advisor Nancy Boisvert shares real-life stories of what can go wrong when planning is incomplete or outdated. Learn how small mistakes can create big challenges, an... more

When Dr. Jane Goodall recorded her final reflections, meant to be heard only after her death, she created something far more powerful than a documentary. She created a legacy message.

In this week's episode, we talk about the idea of “Heirlooms of t... more

Estate planning isn’t just about death. It’s about livingwell today, protecting yourself if something happens tomorrow, and preparing your loved ones for the future.

In this episode, "Estate Planning: By Design or By Disaster?", I explore the differ... more

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