Post-Mortem Planning
Post-Mortem Planning — All content on The Advisors Table.
Episodes
EpisodeBeing An Executor Can Cost You Personally
How choosing an executor is far more than an administrative decision – and how personal liability, CRA reassessments, and estate risks can last years.
- Executor Planning
- Wills & Estates
- Estate Planning
SoloCRA Tax Rule That Wipes Out Inheritances
How death can trigger layers of tax that erase millions in family wealth – exposing business owners and estates to probate, liquidity crisis, and devastating double and triple taxation without proper planning.
- Estate Planning
- Post-Mortem Planning
- Probate
SoloCRA Takes 80% When You Die
How dying with an incorporated business can trigger layers of tax that devastates family wealth – and why post-mortem planning is critical before it's too late.
- Estate Planning
- Post-Mortem Planning
- Probate
EpisodeThe $10M Tax Bill When A Business Owner Dies
How one founder built a $50M company but left his family exposed to over $10 million in tax, probate delays, and succession chaos due to missing estate planning.
- Estate Planning
- Post-Mortem Planning
- Succession Planning
