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 Canadians that thoughtful tax planning — not just having a will — is essential to protecting their family's financial future.
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Follow Amanda Doucette:
Website - www.thetaxchick.ca
The Tax Chick Podcast - https://podcasts.apple.com/ca/podcast/the-tax-chick-podcast/id1525089244
Instagram - https://www.instagram.com/tax.chick/
LinkedIn - www.linkedin.com/in/amandasadoucette
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Youtube - https://www.youtube.com/@heritagetrustco
Get the Essential Estate Planning Checklist for Canadians:
