Episode 68 - How to Avoid Tax Surprises in Estate Planning with Amanda Doucette
In this week's episode of Your Estate Matters, Nicole speaks with renowned Canadian tax, trust, and estate lawyer Amanda Doucette (The Tax Chick) about the often-overlooked tax implications of estate planning. Amanda explains how deemed dispositions, RRSP beneficiary designations, probate, and trusts can significantly impact what families ultimately inherit. She cautions against DIY probate strategies, such as adding children to property titles, which can trigger unexpected tax consequences. The conversation also busts common estate planning myths and offers practical advice, reminding…
The skinny
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