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Your Estate Matters Newsletter

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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 significance of fostering financial literacy within families. The episode concludes with insights on proactive planning and the value of leaving a meaningful legacy beyond financial assets.

Follow Shelly Appleton-Benko:

LinkedIn - https://ca.linkedin.com/in/shellyappletonbenko

Website - https://www.odlumbrown.com/s/shelly-appleton-benko/about

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Your Estate Tip

Estate Planning for Digital Assets: Best Practices for the Digital Era

In today’s digital world, your estate plan isn’t complete without addressing digital assets. From social media accounts to cryptocurrency, these assets add complexity to estate planning but are essential to consider for a comprehensive plan. Here's how to ensure your digital legacy is secure and accessible to your loved ones or designated representatives.

Your Estate Event

Forget Planning: How can we create a Dementia-Friendly Future?

Researchers predict that by 2030, nearly 1 million people in Canada will be living with dementia. It’s a challenging diagnosis, and public support systems may not be as strong as we need them to be. How can we plan for a future in which we or someone we love has dementia? How can we ensure a future that honours our wishes and values?

This four-part course is designed to empower you to navigate this journey with confidence and peace of mind. You will have a comprehensive understanding of dementia, the legal and medical steps to take now to help you feel prepared, and strategies to maintain your well-being and quality of life.

Date and Time:

Thursday, February 27, 2025, 1:30 PM until 3:00 PM

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Your Estate Read

How Will You Measure Your Life? by Clayton M. Christensen, James Allworth, and Karen Dillon

How Will You Measure Your Life? by Clayton M. Christensen, James Allworth, and Karen Dillon is a thought-provoking book that applies business theories to personal life, helping readers find fulfillment and purpose. Christensen, a Harvard Business School professor, uses insights from his research on innovation and management to address life’s big questions. The book is divided into three main sections:

1. Finding Happiness in Your Career: Christensen emphasizes the importance of aligning your career with what truly motivates you. He warns against chasing short-term rewards like money or status, which can lead to dissatisfaction. Instead, he encourages readers to focus on finding work that brings intrinsic satisfaction and aligns with their values.
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2. Building Strong Relationships: The book highlights the significance of investing time and effort in relationships with family and friends. Christensen argues that relationships require consistent nurturing, much like a business strategy, and that neglecting them can lead to regret later in life.
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3. Living a Life of Integrity: Christensen stresses the importance of staying true to your principles, even in the face of challenges. He shares personal anecdotes and business case studies to illustrate how small compromises can lead to significant ethical failures over time.

Why It Matters for Estate Planning and Legacy

It shifts the focus from money and material inheritance to values, relationships, and long-term impact. It reinforces the idea that how we invest our time and resources today determines the legacy we leave. It encourages readers to be proactive in planning for the future—not just financially, but also in how they pass down wisdom, guidance, and values to future generations.

Bottom Line:

How Will You Measure Your Life? is a deeply philosophical yet practical book that helps readers make better life choices, avoid regrets, and leave a meaningful legacy—making it much more than just another self-help or business strategy book.

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Here are some ways you can work with us: ​Book a free consultation with Heritage Trust. Download our free checklist “Essential Steps for Estate Planning.” Purchase our course "The Estate Organizer for Canadians." ​ Follow us on social: ​​​​

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