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Canadian Estate Club and Heritage Trust Company Inc.

Estate planning expertise at your finger-tips! Lead and taught by top experts in the field and tailored to the Canadian legal landscape, The Canadian Estate Club and Heritage Trust is your one-stop source of the latest estate information, resources and tips.

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Financial Therapy, the 2025 Canadian Federal Election & Donating Your Body to Science

Your Estate Matters Newsletter Natasha Knox Your Estate Matters Podcast Episode 27: How Financial Therapy Can Transform Your Relationship with Money This week on Your Estate Matters, we chat with Natasha Knox, a financial therapist and principal of Alaphia Financial Wellness. We explore the unique field of financial therapy, which combines financial planning with therapeutic techniques to address the emotional aspects of money management. Natasha shares her journey into financial therapy, the...

Your Estate Matters Newsletter Cheyenne Reese Your Estate Matters Podcast Episode 25: Estate Planning for Canadians with U.S. Assets In this episode, we chat with Cheyenne Reese, Principal at Legacy Tax + Trust Lawyers, to explore the intricacies of cross-border estate planning between Canada and the United States. Cheyenne sheds light on the significant differences in tax laws, the challenges of managing assets across borders, and the implications for U.S. citizens or green card holders...

Your Estate Matters Newsletter Jonathan Beasley Your Estate Matters Podcast Episode 24: Understanding the Needs of Ultra High Net Worth Families IIn the latest episode of Your Estate Matters, we chat with Jonathan Beasley, a Director and high net worth relationship manager at Citibank Canada. We discuss the intricacies of wealth management for ultra high net worth individuals and families, explore the definition of ultra high net worth, the role of family offices, the specific needs and goals...

Your Estate Matters Newsletter Alyson Jones Your Estate Matters Podcast Episode 23: How Discussing Death Can Enrich Family Relationships In this week's episode, we engage in a compelling discussion with Alyson Jones, a renowned therapist, educator, and bestselling author. Alyson shares her extensive experience as a therapist, focusing on family dynamics, separation, divorce, grief, and legacy planning. The conversation highlights the importance of building resilient families, navigating...

Your Estate Matters Newsletter Stephanie Chan Your Estate Matters Podcast Episode 22: Exploing Elder Care Solutions In this week's episode, we are joined by Stephanie Chan, Founder and CEO of myCareBase Solutions and Home to Home. Our discussion centers on elder care solutions for seniors, emphasizing the importance of proactive planning. Stephanie shares insights into the aging population in Canada, the current healthcare and housing options, and the challenges families face finding an...

Your Estate Matters Newsletter Scott Somers Your Estate Matters Podcast Episode 21: Understanding the Legal Framework of Estate Disputes In episode 21 of Your Estate Matters, we, along with estate litigator Scott Somers, delve into the complexities of estate litigation in British Columbia. Scott shares his journey into estate law, discusses the challenges of contesting wills, the roles of executors and beneficiaries, and the intersection of family and estate law. The episode emphasizes the...

Joint Tenancies as an Estate Planning Tool

Your Estate Matters Newsletter Parveen Karsan Your Estate Matters Podcast Episode 20: Strategies for Minimizing Estate Taxes and Maximizing Your Legacy with Parveen Karsan In this episode of Your Estate Matters, we sit down with tax lawyer Parveen Karsan to explore the world of estate tax planning. We cover capital gains tax on assets after death, probate fees, and why getting early tax advice is essential. Parveen shares invaluable strategies to minimize taxes and highlights the importance...

Your Estate Matters Newsletter Christa Ovenell Your Estate Matters Podcast Episode 19: Transforming Fear into Empowerment in End-of-Life Planning In this week's episode of Your Estate Matters, we are joined by Christa Ovenell, a licensed funeral director and end-of-life doula. Christa, founder of Death's Apprentice Education and Planning, shares her journey into death care, emphasizing the importance of open conversations about death, advanced care planning, and legacy preparation. The...

Your Estate Matters Newsletter Shelly Appleton-Benko Your Estate Matters Podcast Episode 18: The Best Strategies for Multigenerational Wealth Planning In this week’s episode of Your Estate Matters, we welcome Shelly Appleton-Benko, Vice President, Director and Portfolio Manager at Odlum Brown. The discussion covers wealth management, multigenerational wealth planning, and the importance of legacy. Shelly emphasizes patience and a long-term perspective in wealth management, and the...

Your Estate Matters Newsletter Cindy Radu Your Estate Podcast Episode 17: Understanding the Complexities of Wealth Transition In this week's episode, we welcome Cindy Radu, a family wealth transition advisor, to discuss the intricate journey of wealth transition and the importance of understanding wealth holistically. Cindy shares her unique career path and emphasizes the significance of governance structures, family dynamics, and the multifaceted nature of wealth, which includes social,...