SmartWills

Tricia
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Tips around Wills, Estate and Probate planning

Episodes

  1. 10/01/2023

    TMC - Christine Couvelier

    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.

    TMC - Christine Couvelier

  2. 09/26/2023

    TMC - Dre Pao

    A TicTok Master – Dre Pao explains how the Canadian Beverage Alcohol Industry can adapt their marketing initiatives using Tik Tok

    TMC - Dre Pao

  3. 09/26/2023

    TMC - Martha Carman

    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.

    TMC - Martha Carman

  4. 09/03/2020

    Episode 5 - The difference between Wills, Estate Planning and Probate Planning

    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.

  5. 08/27/2020

    Episode 4 - Estate Administration Tax – Early Payment and Recent Reforms

    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).

  6. 08/20/2020

    Episode 3 - Who needs a Will and Why

    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.

  7. 07/31/2020

    Episode 2 - Defining the Ownership -Joint Tenancy (JT) and Tenants-in-Common (TIC)

    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.

    Episode 2 - Defining the Ownership -Joint Tenancy (JT) and Tenants-in-Common (TIC)

  8. 07/31/2020

    Episode 1 - Financial Tasks to Tackle During This Period of Uncertainty

    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)

    Episode 1 - Financial Tasks to Tackle During This Period of Uncertainty
  • 8 Episodes

About

Tips around Wills, Estate and Probate planning

Information

  • Creator
    Tricia
  • Years Active
    2020 - 2023
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © 2026 SmartWills
  • Show Website
    SmartWills