Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

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 & estate administration, housing, health & legal considerations, and offers real-life stories & planning tips. Disclaimer: Content is for informational purposes only.

Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives is a business podcast hosted by Nancy Boisvert, with 164 episodes on record and a Required Pod Score of 80.

Nancy Boisvert hosts Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives, a business show with 164 episodes published.

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  Episode #38

  Your Executor Lives Somewhere Else. Now What?

  Oct 1, 20267 minS7

  You named your daughter as executor. She's organized, she's fair, and her brothers trust her completely. She's also lived in Phoenix for eleven years, and nobody thought to ask what that would mean. In this week's episode I look at what happens when the person named to settle an estate lives somewhere other than where the estate will be settled: What a Canadian court asks of them before they can act. Where the line gets drawn, province by province and territory by territory, and why it isn't drawn in the same place everywhere. How Quebec approaches the same question under the Civil Code. And the tax question sitting underneath it all, which is where the estate itself is considered to be managed once the person making the decisions is making them from another country. None of this means you can't name the person you trust most. It means you should name them knowing what you're handing them. The article closes with the options that are actually open to you, and the conversation worth having before anything gets signed. Read the full article . Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

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  Episode #37

  The CPP Death Benefit Nobody Claims

  Sep 24, 20267 minS1

  Three months into settling her mother's estate, Alison sat looking at a line on her own checklist that said "CPP death benefit," and couldn't tell whether she'd done it or not. She had every reason to think it was handled. The funeral home had taken care of so much in those first days that she'd stopped tracking which agencies still needed something from her. In this episode I'm covering what changed with the CPP death benefit on January 1, 2025, and why the new maximum reaches far fewer estates than the headlines suggest. Two people in the same family, with nearly the same work history, can leave estates that receive very different amounts, and the reason has nothing to do with how much either of them paid in. I also get into the 60 day rule. Nearly everything written about this calls it a deadline for claiming the money, and that isn't what the legislation says. The difference matters a great deal if you're already past it. And in the article I talk about the piece of paperwork families assume the funeral home filed, where Quebec's rules go their own way, and why $5,000 is never really $5,000 by the time it reaches anybody. All is in the full article. Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

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  Episode #36

  Unclaimed Bank Balances: Dormant accounts don't disappear

  Sep 17, 20267 minS7

  Curtis closed his father's estate the way a careful person does. He worked from the folder his father left behind, closed every account listed in it, filed the terminal return, got the clearance certificate, and told his sister the cheques were coming. Eleven months later he learned about an account that had never been in the folder, and hadn't been at his father's bank for years. In this episode I get into where money actually goes when an account sits untouched long enough, and why almost no executor checklist in Canada tells you to go looking for it. There's a national registry. Four provinces run registries of their own for the money that never reaches the national one, and each of those provinces plays by different rules on deadlines and fees. There are two more free searches beyond that which most people have never heard of. In the article, I also cover the practical side of claiming: who's allowed to file on behalf of an estate, what documents you need, how long it takes, and a timing trap that catches executors who are still waiting on their grant. And I answer thequestion that comes up every time this subject does, which is what to do if you find the money after the estate has already been closed and distributed. Everything in this episode is free to do. All of it together takes about ten minutes. Read the full article. Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

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  Episode #35

  Crypto and Probate: The Wallet No Court Can Open

  Sep 10, 20268 minS7

  She had the grant of probate. She had the death certificates. She had a lawyer, a binder with tabs, and every piece of paperthe process asks for. She also had a small black device her father kept in a dresser drawer, and none of it opened that. This episode is about the difference between two kinds of digital asset that almost nobody hears about until they're the one dealing with it. Some of what people own online can be reached with legal authority and enough persistence. But some of it can't be reached by anyone, ever, no matter what a court says or which jurisdiction you're in. I also get into the part that surprises families most: howthe tax bill can arrive for money the estate will never be able to touch. If you own crypto, or you've been trusted with somebodyelse's recovery phrase, this one matters more than you'd think. Read the full article. Disclaimer: This content is for general information only andis not legal, financial, medical, or tax advice.

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  Episode #34

  Did You Just Create A Trust - And Not Know It?

  Sep 3, 20268 minS7

  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 whether her daughter was receiving half a house that day or simply having her name added to a piece of paper. That kind of arrangement has a legal name most people have never heard, and it can exist whether or not anyone meant to create it. The CRA reporting requirement around it was deferred three times, which is why almost nobody has looked at this since it first came up. It's back, and it's mandatory for tax years ending on or after December 31, 2026. Not every arrangement has to be reported, but the rules for which ones don't are easy to misread, especially where a house is involved. In this episode I get into what's actually going on with situations like Evelyn's, and why so many families find out too late. Read the article. Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

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