SmartWills: Recent Episodes
Tricia
Listen to Christine Couvelier explain how being informed about key market influences, as well as being up to date on global food trends are the cornerstone of any food and beverage business.
Martha Carman, a Canadian Food Regulatory Expert shares how the amendments to the Canadian Food & Drug Regulations transitioned on December 14, 2022 and the implications for your branding with respect to nutrition labelling, lists of ingredients and food color.
A TicTok Master – Dre Pao explains how the Canadian Beverage Alcohol Industry can adapt their marketing initiatives using Tik Tok
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 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.
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 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).
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 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.
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 this 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)
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 this podcast, we will cover what are the differences 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.