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Estates Made Simple

Gordon VanderLeek & Jenna Carvalho

Welcome to the “Estates Made Simple” Podcast, hosted by Gordon VanderLeek, a licensed lawyer specializing in wills, estates and trusts, along with guest experts and co-hosts. We are a bi-weekly podcast that explores the complicated and often confusing world of estate administration and estate planning. Our goal is to help you better understand how the process works, the issues that commonly come up, and the questions worth raising with your own advisors. Each episode offers general information and real-world perspectives to help you feel more prepared. Even if you are not an executor, there will be topics of interest as you consider planning options for your own estate. Join us to build your understanding of estate administration so you can approach it with greater confidence and peace of mind.

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Episodes

76 episodes

  1. The RRIF Tax Trap: When One Family Gets the Money and the Other Gets the Bill 29:26
  2. Beneficiary or Successor Holder? Getting Your TFSA Right with Aaron Hector 32:54
  3. Looking Back, Stepping Forward: Jenna’s Transition & What’s Next 23:15
  4. The Great Stork Derby: Canada’s Most Bizarre Estate Case 14:13
  5. Gifting While Alive: Navigating Powers of Attorney and Estate Administration 13:45
  6. Estate Planning After Divorce or Separation 19:58
  7. Estates Gone Badly (Part 2) 19:09
  8. Gordon in the Hot Seat 15:02
  9. Estate Planning for Beneficiaries with Special Needs 25:00
  10. Estates Gone Badly (Part 1): Real Stories, Real Lessons 21:36
  11. Choosing the Right Executor: 5 Reasons You May Need to Reconsider 15:42
  12. Preserving Legacy with Tech: How Trusty Estate Bridges the Estate Gaps 32:16
  13. Should You Tell Your Kids What They’re Inheriting? 12:26
  14. What Happens When an Executor Dies Mid-Estate? 8:51
  15. Charitable Giving & Donor-Advised Funds: What Executors Need to Know 30:55
  16. Digital Assets in Estate Administration with Nicole Garton 25:43
  17. Executor’s Guide to Cross-Border & International Assets 16:03
  18. Estate Organization & Executor Prep: Insights from Melissa Best of Quick Estate 32:40
  19. Why Executors Should Always Charge a Fee 15:57
  20. Working with Charitable Beneficiaries in Estate Administration 14:34
  21. Three Things Executors Often Don’t Know About Estate Administration 9:08
  22. Stepping Down as an Executor: When & How to Resign 14:18
  23. Understanding Adjusted Cost Base (ACB) for Executors 10:10
  24. Disrupting Real Estate: How Bode Canada Helps Executors Sell Property with Robert Price 28:23
  25. Exercising Executor Discretion: Best Practices and Guiding Principles 10:30
  26. Henson Trusts: Planning for Disabled Beneficiaries 18:50
  27. 50 Episodes Later- Highlights, Insights, and Gratitude 11:39
  28. Understanding Testamentary Trusts and Creditor Protection 20:00
  29. Why Are Wills So Long? Understanding the Essential Provisions That Protect Your Estate 18:02
  30. Understanding Personal Directives in Estate Planning 16:42
  31. Understanding the 21-Year Rule in Trusts 13:09
  32. The Positives of Being an Executor 9:45
  33. Understanding Different Types of Beneficiaries 14:19
  34. Estate Planning Essentials: Insights for a Smooth Administration 18:37
  35. Common Executor Questions 15:21
  36. Successful Estate Administration - Tips, Themes, and Common Traps to Avoid 14:34
  37. Navigating Probate for Small Estates 18:41
  38. What Can You Bequeath on Death 20:05
  39. Managing Missing Assets in Estate Planning 9:05
  40. Navigating Inheritance Conditions Legal, Moral, and Ethical Considerations 17:37
  41. Navigating Estate Administration Across Jurisdictions 13:42
  42. Navigating Tax Returns at Death with Matt Sharp from Structure LLP 32:29
  43. What Questions Should an Executor Ask 19:44
  44. Navigating Estate Administration with Property in Multiple Provinces 13:46
  45. Exploring the Exciting World of Estate Administration with Guest Michael Kind from Estately Canada 28:53
  46. What Happens When You Pass Away Without a Will 14:45
  47. Managing Insurance for Vacant Properties 13:21
  48. Navigating Estate Litigation Tips for Executors with Guest Judd Blitt 35:34
  49. Dealing with Banks and Financial Institutions as an Executor 14:44
  50. Investing Estate Assets 10:01