Hosted by Nancy Boisvert · 🇺🇸 US · EN · 164 episodes
Established thought leaders with verified media credentials.
Welcome to the Agapi/NEXsteps Podcast.At NEXsteps, we help individuals and families prepare for the future with clarity and confidence. Whether you're creating a legacy plan, settling an estate, or navigating life transitions, our videos offer expert insights and practical support. Certified Executor Advisor Nancy Boisvert covers topics such as; legacy & lifestyle planning, executor guidance & estate administration, housing, health & legal considerations, and offers real-life stories & planning tips. Disclaimer: Content is for informational purposes only.
Nancy Boisvert hosts Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives, a business show with 164 episodes published.
What would it feel like to settle your own estate while you're still very much alive? A friend of mine found out firsthand when she made the decision to move abroad. Suddenly she was sorting through decades of her life,
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Most people don’t put off estate planning because they don’t care. More often, they put it off because they believe there is still lots of time and hope things will work out if something does happen. In this episode, I t
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Can you really “disinherit” the CRA? Well, not exactly. But you can take steps to reduce unnecessary tax, avoid preventable mistakes, and make sure your planning is working the way you think it is. In this episode, I tal
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We often think estate planning is shaped by the biggest decisions, but that's not always what creates the biggest consequences later. In many cases, it is the smaller details, those that seem easy to leave for another da
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When an inheritance involves minors or vulnerable beneficiaries, structure matters. In this week's episode and article, I explain how trusts for minors work, why staged payouts are often preferable to lump-sum distributi
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When someone writes a will, they usually assume the plan is complete. But many assets never pass through the will at all. Registered accounts and insurance policies often have beneficiary designations attached to them, a
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A dementia diagnosis often leads families to assume incapacity comes automatically. But that isn’t how the law works. In this week's episode, I talk about the difference betweendementia and legal capacity, explain why ca
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More and more executors are turning to AI tools to help them manage estate work. They are not trying to replace lawyers or accountants. They are usually trying to cope with information overload. This week, I talk about h
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Pets are often overlooked in estate planning, not because people don’t care, but because they assume things will sort themselves out. When they don’t, the responsibility lands with the executor. Decisions about care, vet
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Probate is often talked about as if it’s something to fear or avoid at all costs. But what does it actually mean and what really happens when an estate goes through probate? This week, I break down probate in plain langu
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Family relationships are not always simple. And when they break down, estate planning can become far more complex. In this week's episode, I discuss how estranged or strained family dynamics affect executor roles, power
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Many newcomers to Canada assume inheritance will be handled automatically, the way it often is in other parts of the world. That assumption can lead to serious problems. This week, I talk about why wills in Canada oftenc
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Charitable giving has the power to carry your values forwardlong after you are gone. In this episode, I talk about why people choose to include charitable gifts in their estate plan, how it can support the causes that ma
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Estate planning becomes significantly more complex when abusiness is part of the estate. This episode accompanies my new article and video, both of which explain what Canadian business owners need to understand long befo
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As we step into 2026, it’s time to rethink the idea of New Year’s resolutions. In this New Year’s message, Nancy Boisvert invites you to consider a different approach: a New Year’s Revolution rooted in clarity, intention
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This is a simple holiday message to say thank you. The holidays are often a time for reflection, connection, and thinking about the people we care about most. In this short episode, I share a message of gratitude along w
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Dwight D. Eisenhower’s quote, “Plans are worthless, butplanning is everything,” captures the heart of today’s episode. Estate planning is not a one time task. Even the best drafted documents can become outdated long befo
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Many people who complete their estate plan never actually talk about it. Unfortunately, silence can cause confusion and conflict for the families left behind. In this episode, we discuss how open conversations about your
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Filing the final tax return is one of the most misunderstood executor duties, and one of the most important. This week, we discuss what executors must do, when to file, and how to avoid costly CRA mistakes. We’ll also ta
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You’ve named your executor, but have you prepared them? In this episode, I discuss what every testator and executor should understand about the practical side of estate administration. We’ll look at key responsibilities,
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Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives is hosted by Nancy Boisvert. The show is categorised under business and has published 164 episodes.
Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives has published 164 episodes.
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