Hull on Estates and Succession Planning
Another great podcast hosted by LibSyn.com

Show Notes:

During Episode 10, Suzana discusses the types of taxes that arise on death and suggests ways to defer or reduce each of them:

  1. Capital gains tax
  2. Taxes on RRSP and RRIF assets
  3. Probate fees

She then considers other tax-reduction strategies.

Direct download: May_31_HOESP_10_Final_Mix.mp3
Category:podcasts -- posted at: 2:33 AM

During this podcast, we discussed the following:

 (i) the accounting obligations of an Executor;

(ii) the concepts of informal and formal accounts;

(iii) investment of Estate assets;

(iv) the recreational property "conundrum"; and

(v) planning for capital gains taxes.

Direct download: May_23_HOESP_9_Final_Mix.mp3
Category:podcasts -- posted at: 4:01 AM

Show Notes:

1.  Executor's fees

2.  The use of professionals by the Executor

3.  Removing Executors

4.  Income tax filings

Direct download: HOESP_8_Final_Mix_May_16.mp3
Category:podcasts -- posted at: 4:01 AM

During this pod cast on the role of the executor, we discussed the following:

     (i)     applying for probate;

    (ii)     timing of distributions;

    (iii)    making funeral arrangements;

    (iv)    locating the will;

    (v)     filing the final tax return; and

    (vi)    providing information to beneficiaries.

Direct download: HOESP_7_Final_Mix_May_9.mp3
Category:podcasts -- posted at: 4:01 AM

Episode 6 - The role of the Executor
  1. the general role of the Executor
  2. collecting and distributing assets
  3. applying for probate
Direct download: hoeasp_episode_6.mp3
Category:podcasts -- posted at: 4:01 AM