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Welcome to Your Estate Matters with your host, Nicole Garton of Heritage Trust. Your Estate Matters is a podcast dedicated to everything estates, including building and preserving your legacy. If it's estate related, we'll be talking about it. We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.
Whether you are planning your own estate or are an executor for someone else’s, Heritage Trust can help. Partner with Heritage Trust to protect your family, your assets and your legacy. If you would like more information about Heritage Trust, please visit our website at www.heritagetrustcompany.ca
| Episode | Date |
|---|---|
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Episode 64 - How Executors Can Avoid Insolvent Estate Pitfalls with John Sandrelli
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May 21, 2026 |
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Episode 63 - Breaking the Inner Glass Ceiling with Jen Murtagh
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May 14, 2026 |
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Episode 62 - Secrets to Money and Relationship Harmony with Alyson Jones
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Apr 30, 2026 |
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Episode 61 - Understanding Cross-Border Tax and Estate Planning with Jonah Spiegelman
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Apr 02, 2026 |
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Episode 60 - How to Safeguard Your Disabled Loved Ones in Your Estate Plan with Hugh McLellan
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Mar 26, 2026 |
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Episode 59 - Protecting Vulnerable Adults from Financial Abuse with Kathleen Cunningham
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Jan 29, 2026 |
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Episode 58 - Does Your Family Need a Personal CFO? with Frank Danielson
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Jan 22, 2026 |
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Episode 57 - Optimizing Life Insurance for Wealth & Legacy with Vince Cardella
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Jan 08, 2026 |
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Episode 56 - Smart Moves for Tough Family Decisions with Angela Thiele
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Nov 06, 2025 |
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Episode 55 - Balancing Tech and Human Connection in Law with Christopher Martin
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Oct 16, 2025 |
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Episode 54 - Unpacking Trauma in Family Conflicts with Julie Gowthorpe
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Oct 09, 2025 |
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Episode 53 - The Best Way to Simplify Your Will-Making Process with Tim Hewson
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Oct 02, 2025 |
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Episode 52 - The Emotional Journey to Financial Freedom with Jessica Moorhouse
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Sep 25, 2025 |
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Episode 51 - Turning Memories into Legacies with Mali Bain
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Sep 18, 2025 |
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Episode 50 - How the West Vancouver Foundation Transforms Local Lives with Denise Howell
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Sep 11, 2025 |
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Episode 49 - The Conversations We Avoid and Why They Matter: Advance Care Planning with Connie Jorsvik
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Sep 04, 2025 |
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Episode 48 - How Philanthropy is Shaping the Future of Lionsgate Hospital with Louise Campbell
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Sep 02, 2025 |
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Episode 47 - Who Will Care When You’re Gone? Building Lifelong Networks for Loved Ones with Disabilities with Rebecca Pauls
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Aug 21, 2025 |
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Episode 46 - Turning Your Legacy into a Lifeline for Animals with Yolanda Benoit
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Aug 14, 2025 |
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Episode 45 - The Role of Dying With Dignity Canada in End-of-Life Advocacy with Alex Muir
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Aug 08, 2025 |
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Episode 44 - Why Mental Illness Should Change the Way You Plan Your Estate with Liz Charyna
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Jul 31, 2025 |
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Episode 43 - The Hidden Risks of Collectibles: What Every Executor Needs to Know with Steven Joe
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Jul 24, 2025 |
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Episode 42 - Divorce, Debt & Secrets Lenders Don’t Tell You: Sabeena Bubber on Protecting Your Estate
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Jul 17, 2025 |
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Episode 41 - How Do You Settle an Insolvent Estate? With Holly Palmer
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Jul 10, 2025 |
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Episode 40 - Art, Value & Legacy: Insights from Fine Art Appraiser Jim Finlay
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Jul 03, 2025 |
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Episode 39 - What Mediation Can Do for Your Family with Edward Macaulay
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Jun 26, 2025 |
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Episode 38 - How Cultural Traditions Shape Estate Planning with Perminder Tung
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Jun 19, 2025 |
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Episode 37 - Building a Legacy: The Intersection of Faith, Family, and Community Service with Father Tim Prattas
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Jun 12, 2025 |
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Episode 36 - Essential Steps to Prepare Your Estate and Ease the Burden on Your Heirs with Katrina Yaworsky
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Jun 05, 2025 |
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Episode 35 - How to Avoid Tax Surprises When Leaving or Returning to Canada with Areet Kaila
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May 29, 2025 |
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Episode 34 - The Legal Implications of Spousal Status in Estate Matters with Aaron Pearl
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May 26, 2025 |
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Episode 33 - Comprehensive Strategies for Securing Your Family’s Future with Rose Shawlee
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May 15, 2025 |
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Episode 32 - Empowering Women in Wealth with Catherine Dorazio
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May 08, 2025 |
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Episode 31 - The Best Strategies for Young Canadians to Build Wealth with Madison Mailey
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May 01, 2025 |
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Episode 30 - Understanding Family Dynamics in Estate Planning with Julia Chung
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Apr 24, 2025 |
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Episode 29 - Real Estate Insights from a Canadian Urban Planning Expert with Tegan Smith
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Apr 17, 2025 |
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Episode 28 - Essential Estate Planning for Business Owners with Steve Parr
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Apr 10, 2025 |
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Episode 27 - How Financial Therapy Can Transform Your Relationship with Money with Natasha Knox
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Apr 07, 2025 |
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Episode 26 - Why You Should Choose an Independent Trust Company for Your Estate Planning with Sarah McGrath
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Mar 27, 2025 |
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Episode 25 - Estate Planning for Canadians with U.S. Assets with Cheyenne Reese
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Mar 24, 2025 |
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Episode 24 - Understanding the Needs of Ultra High Net Worth Families with Jonathan Beasley
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Mar 13, 2025 |
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Episode 23 - How Discussing Death Can Enrich Family Relationships with Alyson Jones
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Mar 07, 2025 |
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Episode 22 - Exploring Elder Care Solutions with Stephanie Chan
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Feb 20, 2025 |
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Episode 21 - Understanding the Legal Framework of Estate Disputes with Scott Somers
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Feb 14, 2025 |
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Episode 20 - The Best Strategies for Minimizing Estate Taxes and Maximizing Your Legacy with Parveen Karsan
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Feb 11, 2025 |
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Episode 19 - Transforming Fear into Empowerment in End-of-Life Planning with Christa Ovenell
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Jan 30, 2025 |
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Episode 18 - The Best Strategies for Multigenerational Wealth Planning with Shelly Appleton-Benko
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Jan 24, 2025 |
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Episode 17 - Understanding the Complexities of Wealth Transition with Cindy Radu
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Jan 17, 2025 |
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Episode 16 - Navigating the Emotional Labyrinth of Estate Settlements witn Susan Mendel
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Jan 10, 2025 |
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Episode 15 - How Professional Financial Advice Can Transform Your Estate Planning with Brian Brotherston
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Dec 23, 2024 |
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Episode 14 - Understanding Family Office Essentials for Lasting Success with Steve Ivacko
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Dec 13, 2024 |
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Episode 13 - Navigating Tax Implications of Estate Planning with Rebecca Cynader
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Dec 06, 2024 |
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Episode 12 - Understanding the Role of Notaries with Lilián Cazacu
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Nov 30, 2024 |
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Episode 11 - From Control to Collaboration: Mastering Family Business Succession with David Diebolt
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Nov 21, 2024 |
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Episode 10 - Unlocking the True Value of Family Legacy with Grant Conroy
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Nov 14, 2024 |
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Episode 09 - Don’t Let Your Crypto Go to the Grave: Estate Planning for Digital Assets with Geoff Costeloe
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Nov 07, 2024 |
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Episode 08 - From Disputes to Decisions: The Role of Business Valuation in Estates with Kiu Ghanavizchian
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Oct 31, 2024 |
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Episode 07 - The Crucial Role of Financial Planners with Sandy Abley
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Oct 24, 2024 |
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Episode 06: The Executor's Role with Jeffrey Bichard
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Oct 18, 2024 |
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Episode 05: Building Your Estate Planning Team with Navrita Brar
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Oct 10, 2024 |
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Episode 04: War Stories From the Field
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Oct 03, 2024 |
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Episode 03: The Pros and Cons of Professional Executors
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Sep 26, 2024 |
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Episode 02: Selling an Estate Property with Allison Gorwill
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Sep 19, 2024 |
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Episode 01: What to do with Inherited Clutter?
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Sep 12, 2024 |
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Your Estate Matters - Official Trailer
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Sep 09, 2024 |