Estate Planning 101 with the "Tax Chick" Amanda Doucette

In this episode I host Amanda Doucette, TEP.  Amanda is a tax lawyer &  founder of the Tax Chick Podcast and Blog, which are wonderful resources for anyone wanting to learn more about tax and estate planning.Discussion points:- when to start estate planning (8;35)- essential documents (11:12)- durable vs springing power of attorney (14:05)- POA: who to choose, including trust companies (16:00)- summary of wills (18:45)- what happens if you pass away without a will (21:16)- what is probate? (23:19)- pros/cons of joint ownership (28:44)- beneficiary designations (32:47)- choosing an executor (36:36)- executor liability insurance (38:55)- basic overview of tax considerations (40:39)- RRSP: what happens (44:42)- life insurance: what happens (45:39)- preferential assets? (46:55)- tips on communicating with your family (49:24)- DIY estate planning vs getting professional help (51:14)- questions to ask an estate lawyer (55:31)Links to Amanda's workTax Chick podcast - https://podcasts.apple.com/ca/podcast/the-tax-chick-podcast/id1525089244The Tax Chick Blog - https://taxchickca.wordpress.com;Connect with me by email: [email protected]: https://www.linkedin.com/in/amandasadoucette   Instagram: @tax.chickSign up for my Newsletter, "Musings of a Tax Chick": http://eepurl.com/hNbXcb Resources discussed in the episode:WillPower: https://www.willpower.ca/Public Legal Education Association of Saskatchewan: https://www.plea.org/

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