Jeff GreenfeldSep 204 minBoomers: Talk Wealth Transfer with Your Kids! Get the Convo Going!Six steps to discuss wealth transfer with your adult children without disrupting family harmony. Get the convo going!
Jeff GreenfeldApr 41 minWealthTracker Video Series - April 4, 2023: Interview with ClearEstateDoes the thought of estate planning feel overwhelming and stressful? Are you looking to set up your estate in an easy, transparent, cost-eff
Jeff GreenfeldJan 93 min10 Reasons to Rethink Joint Tenancy With Your ChildrenAre you considering adding your adult child onto the title of your home? Think again! Here are 10 things to think about first!
Jeff GreenfeldAug 26, 20214 minWhat does estate clearing encompass? Interview #4 with April FluevogThank you April for joining me to participate in the Greenfeld Interview Series. I am curious to learn more about the services your firm,...
Jeff GreenfeldOct 8, 20204 minWhat is a Representation Agreement? Interview #1 with Vicki van As, Notary PublicGreenfeld Financial interviews Vicki van As, Notary Public to learn more about Representation Agreements.
Jeff GreenfeldSep 21, 20203 minThis is why an Executor needs a Clearance CertificateAs Executor, it's important to make sure the estate's taxes have all been paid. Learn how.
Jeff GreenfeldOct 30, 20193 minHow much do you love your ex?Jerry and Carol thought a vacation away together would solve all their problems. Recently it seemed that all they were doing was...
Jeff GreenfeldJul 4, 20192 minMaking A Case for Aging in PlaceWhen his grandchildren are playing in the tree house or gathering for a holiday dinner in the home he has spent decades refurbishing,...
Jeff GreenfeldJul 4, 20194 minSix Ways to Pass on the Family CabinAs Canadians, we love the outdoors. You’ll find us kayaking down a river, snowboarding down the local slopes and hiking the local...