Agapi Marketing

Agapi Marketing & Consulting Ltd specializes in #brand and #strategicmarketing. Award winner for Strategic Marketing, Best Brand Development #marketingstrategy

[Nancy Boisvert @NancyBoisvert]

Most Canadians think they've handled legacy planning. A will somewhere, a beneficiary named years ago. That counts, right?
Not really.
Ten gaps that cost families more than they expect: https://t.co/CZCqgJ1nAO

#EstatePlanning #nexsteps #estatefiles

[Nancy Boisvert @NancyBoisvert]

Blending families means estate plans need updating. It's not about trust, but preparedness for life's uncertainties and eventual passing. Ensure your plan reflects your current reality. https://t.co/c4P1UOgCcT #nexsteps #EstatePlanning #FamilyLaw

[Nancy Boisvert @NancyBoisvert]

Blended family estate planning isn't plug and play, and the gap between what people assume and what's documented is where most conflicts begin. New article: https://t.co/c4P1UOha2r #EstatePlanning #BlendedFamilies #NEXsteps

[Nancy Boisvert @NancyBoisvert]

When did you last look at your estate plan?
If the answer is "when I made it," this post is for you.
https://t.co/5IQaMlVxIh
#nexsteps #estatefiles #EstatePlanning

[Nancy Boisvert @NancyBoisvert]

Most people don't realize how many decisions go into a will until they're already in the lawyer's office. Do the thinking first. https://t.co/sNXnmXLOoh
EstatePlanning #nexsteps

[Nancy Boisvert @NancyBoisvert]

MAID gives you time to plan. New article on what planned death means for your will, your executor, and your documents. https://t.co/Nzi1RbUuBV
#EstatePlanning #MAID #NEXsteps

[Nancy Boisvert @NancyBoisvert]

Your will probably doesn't cover your crypto, PayPal, or digital photos. Most don't. In Plain Sight™ helps you document it all before it becomes your family's problem.
https://t.co/RmFNJESvTX
#nexsteps #EstatePlanning #DigitalAssets

[Nancy Boisvert @NancyBoisvert]

One of my most-viewed topics ever, alter ego trusts, just got an update on Substack. Worth a read if you're 65+ and thinking about probate avoidance.
https://t.co/7VdKYmoyKx
#EstatePlanning #Probate #AlterEgoTrust #CanadianEstatePlanning #nexsteps

[Nancy Boisvert @NancyBoisvert]

The Golden Girls knew a thing or two about retirement strategy back in 1985 that many planners miss. Could their lifestyle be sustainable today, even in Canada? https://t.co/hVIyeNVAq5 #nexsteps #RetirementPlanning #FinancialLiteracy

[Nancy Boisvert @NancyBoisvert]

What would the Golden Girls' retirement look like in Canada? I ran the numbers. CPP, OAS, Victoria real estate, and zero healthcare bills. The results are more interesting than you'd think. https://t.co/hVIyeNW8fD #GoldenGirls #CanadianRetirement #EstatePlanning #nexsteps

[Nancy Boisvert @NancyBoisvert]

Estate administration is often more complex than expected. Executors frequently run into avoidable issues like missing assets, early distributions, and communication breakdowns.
A breakdown of common mistakes here: https://t.co/td7xhrbdCg

#nexsteps #estateplanning #executors

[Nancy Boisvert @NancyBoisvert]

A community administrator shared a sobering thought: many under 30 are dying unexpectedly. Don't wait for tragedy to strike. Planning ahead is crucial. https://t.co/5g0tVg7W2K #nexsteps #WillPlanning #EstatePlanning #LifeLessons

[Nancy Boisvert @NancyBoisvert]

Estate planning isn't just for the wealthy or elderly. What happens if you're incapacitated? Without a power of attorney, bills go unpaid. https://t.co/5g0tVg7W2K #nexsteps #EstatePlanning #FinancialLiteracy

[Nancy Boisvert @NancyBoisvert]

Your 20s and 30s are exactly when estate planning matters most. Accidents don't check your age first. New article: what young adults actually need in place and what happens when they don't have it. https://t.co/5g0tVg8tSi
#EstatePlanning #EstatePlanningCanada #nexsteps

[Nancy Boisvert @NancyBoisvert]

This Wednesday at 10am, Wellings of Calgary is hosting a Conversation Cafe and I'll be speaking. Estate planning, real conversation, clear direction. 📍120 Na'a Crescent SW #EstatePlanning #Calgary

[Nancy Boisvert @NancyBoisvert]

Generational wealth is bigger than just the money. It's the plan behind it that makes it last.

The latest from The Estate Files: https://t.co/QzK8cQmbNH

#EstatePlanning #GenerationalWealth #nexsteps

[Nancy Boisvert @NancyBoisvert]

Executors in Canada are entitled to compensation for their work, a concept often misunderstood. It's recognized that this role demands significant time and organization, making compensation fair for the onerous task. https://t.co/6Ca7pgniIF #nexsteps #EstatePlanning #ExecutorTips

[Nancy Boisvert @NancyBoisvert]

Executors in Canada are legally entitled to compensation, but most family executors don't claim it, and most beneficiaries don't know it's coming out of the estate. https://t.co/6Ca7pgnQyd
#estateplanning #nexsteps #executor

[Nancy Boisvert @NancyBoisvert]

Waiting too long for legal documents means it might be too late due to cognitive decline. You need legal capacity to sign, meaning you understand the document, its consequences, and the powers you're giving away. https://t.co/9gDeimxIaW #nexsteps #EstatePlanning #LegalDocs

[Nancy Boisvert @NancyBoisvert]

Someone dies. There's no will. Now what?
When there's no will, the law decides. This week on The Estate Files, I break down what intestacy means and what comes next.
https://t.co/QLqy7qBPSJ
#intestate #nexsteps #estatefiles #estateadministration