Tax Talk Podcast
A monthly podcast with a wide range of guests focused on helping Canadian small business owners make decisions surrounding incorporation, growing their business efficiently, and implementing successful succession, estate planning & tax planning strategies.
Tax Talk Podcast
What does an Estate Administrator do? | Stephen van Santen | EP 023
On this episode, Jared chats with Stephen van Santen.
Stephen van Santen has been a wealth advisor with Bridgeline Wealth since 2020. He focuses his time working with families, private corporations, estates and family farms.
He is always learning and educating himself to better serve his clientele and particularly likes helping people navigate the complexities of estate matters and planning for the next generation.
Some of the topics discussed in the episode:
🎙️ Who can be an estate administrator?
🎙️ How do I choose the right administrator?
🎙️ What are the administrator’s duties?
🎙️ List of tasks that an administrator must complete.
🎙️ Is an administrator paid for their time?
🎙️ Can I turn down an appointment or resign after starting?
🎙️ Do beneficiaries have legal recourse if an administrator is doing a poor job?
If listeners want to touch base with Stephen you can find him through the following links:
Stephen van Santen
Bridgeline Wealth
403-506-0905
svansanten@bridgelinewealth.ca
https://www.linkedin.com/in/stephenbridgelinewealth/
#podcast #TaxTalkPodcast #SmallBusiness #reddeer #alberta #investments #retirement #insurance #segregatedfunds #wills #presonalrepresentative #trustee #successionplanning #family
Listen to the full episode 👇
🎙️ https://open.spotify.com/show/2nLsTBwAoKCrc46LD9NRLD
Watch the full episode 👇
🎥 https://www.youtube.com/@rhfaccountants
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Music: English Breakfast, Jobii from Epidemic Sound
https://www.epidemicsound.com/track/7emX18vZqh/
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