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...
about 1 month ago • 6 min read
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...
about 2 months ago • 2 min read
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...
2 months ago • 3 min read
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,...
2 months ago • 4 min read
Your Estate Matters Newsletter Your Estate Matters Podcast Episode 16: Navigating the Emotional Labyrinth of Estate Settlements witn Susan Mendel In episode 16 of our podcast Your Estate Matters, we discuss estate settlement services with guest Susan Mendel, co-owner of True North Executor Solutions. Susan shares her personal experiences with grief, which have shaped her empathetic approach to estate management. The episode covers the complexities of managing physical assets, dealing with...
3 months ago • 3 min read
Your Estate Matters Newsletter Your Estate Matters Podcast Episode 15: How Professional Financial Advice Can Transform Your Estate Planning In this week's episode, Nicole and Greg discuss the importance of financial planning and estate management with Brian Brotherston, an experienced financial planner and owner of Watershed Financial Solutions. Brian shares insights on how tailored financial advice can help Canadians navigate complex financial decisions, emphasizing the role of insurance,...
3 months ago • 3 min read
Your Estate Matters Newsletter Your Estate Matters Podcast Episode 12: De-Mystifying Family Offices with Steve Ivacko In this week's episode, Nicole and Greg discuss family offices with guest Steve Ivacko, a partner at MNP Family Office Services. Steve, with nearly 20 years of experience, explains the structure and benefits of single-family and multi-family offices. He highlights the services offered and clarifies that family offices are not just for the ultra-wealthy but for any family with...
3 months ago • 1 min read
Your Estate Matters Newsletter Your Estate Matters Podcast Episode 13: Navigating the Tax Implications of Estate Planning with Rebecca Cynader In this week's episode, we were joined by Rebecca Cynader, a tax lawyer and partner at Scion Law LLP. The discussion delves into the intersection of estate and tax law, focusing on the tax implications of death, including deemed dispositions, capital gains and spousal rollovers. Rebecca details some strategies to mitigate taxes, such as estate freezes,...
4 months ago • 4 min read
a division of Heritage Trust Your Estate Matters Newsletter Your Estate Matters Podcast Episode 12: Understanding the Role of Notaries in Estate Planning In this episode, Nicole and Greg chat with Lilián Cazacu, an award-winning notary public and entrepreneur in the Fraser Valley. Lillian shares his journey from being a trained lawyer in Europe to becoming a notary public in Canada, discussing the challenges faced by immigrants and the importance of community involvement. The episode explores...
4 months ago • 4 min read