Your Estate Matters

By Nicole Garton

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Category: Self-Improvement

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Episodes: 65

Description

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