Your Estate Matters

Nicole Garton and Greg Brennand
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Your Estate Matters

Welcome to Your Estate Matters with your hosts, Nicole Garton and Greg Brennand 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 ( http://www.heritagetrustcompany.ca )

  1. DEC 13

    Episode 14 - Understanding Family Office Essentials for Lasting Success 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, such as transition, mapping, and administrative support, and clarifies that family offices are not just for the ultra-wealthy but for any family with complex financial and personal needs. The episode also covers the costs, trends, and future of family offices, emphasizing the importance of both technical and emotional support. -- Follow Steve Ivacko: Website - https://www.mnp.ca/en LinkedIn - https://www.linkedin.com/in/steveivacko/?originalSubdomain=ca Follow Heritage Trust: Instagram - https://www.instagram.com/heritagetrustbc/ Website - https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    19 min

  2. DEC 6

    Episode 13 - Navigating Tax Implications of Estate Planning with Rebecca Cynader

    In this week's episode, co-hosts Nicole and Greg are joined by Rebecca Cynader, a tax lawyer and partner at Scion Law LLP. The discussion delves into the complexities of estate planning under Canadian tax law, focusing on the tax implications of death, including deemed disposition, capital gains, and spousal rollovers. Rebecca explains strategies to mitigate taxes, such as postmortem planning, multiple wills, and the pipeline strategy. The episode emphasizes the importance of proactive estate planning and collaboration among advisors to protect families, assets, and legacies. -- Follow Rebecca Cynader: Scion Law LLP - https://www.scionlaw.com/ LinkedIn - https://ca.linkedin.com/in/rebecca-cynader Follow Heritage Trust: Instagram - https://www.instagram.com/heritagetrustbc/ Website - https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    29 min

  3. NOV 30

    Episode 12 - Understanding the Role of Notaries with Lilián Cazacu

    In this episode, Nicole and Greg chat with Lilián Cazacu, an award-winning notary public and entrepreneur in the Fraser Valley. Lilián 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 the differences between notaries and lawyers, the services notaries provide, and the significance of professional help in estate planning. Lilián also emphasizes the need for better support for skilled immigrants and recent regulatory changes improving access to justice. -- Follow Lilián Cazacu: Website - https://www.lcnotary.ca/ LinkedIn - https://ca.linkedin.com/in/lili%C3%A1n-cazacu-b1267a4 Follow Heritage Trust: Instagram - https://www.instagram.com/heritagetrustbc/ Website - https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    19 min

  4. NOV 21

    Episode 11 - From Control to Collaboration: Mastering Family Business Succession with David Diebolt

    In today's episode, Nicole and Greg discuss succession planning for family businesses with David Diebolt, a partner at Manning Elliott LLP. David shares his journey into accounting and emphasizes the importance of early and strategic planning for business transitions. The conversation highlights the significant role of SMEs in Canada's economy and the challenges faced by business owners, such as emotional attachment and poor communication. Diebold outlines best practices, including starting early, engaging professional advisors, and implementing governance structures, and discusses tax mitigation strategies to ensure smooth business transitions. -- Follow David Diebolt: LinkedIn - https://ca.linkedin.com/in/davediebolt Follow Heritage Trust: Instagram - https://www.instagram.com/heritagetrustbc/ Website - https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    34 min

  5. NOV 14

    Episode 10 - Unlocking the True Value of Family Legacy with Grant Conroy

    In this episode of Your Estate Matters, Nicole and Greg engage with Grant Conroy, a portfolio manager at Genus Capital Management. The discussion centers on family wealth, legacy building, and holistic wealth stewardship. Grant shares his journey from London's trading floors to wealth management, influenced by personal changes and family connections. He emphasizes viewing wealth beyond financial capital, incorporating intellectual, social, spiritual, and human aspects. Key topics include the responsibilities of inheritors, the importance of communication in succession planning, the impact of wealth transfer in Canada, and the role of empathy and gratitude in managing wealth. -- Follow Grant: Genus Capital Management - https://genuscap.com/ LinkedIn - https://ca.linkedin.com/in/grantconroyfamilywealthadvisorgenuscapital Follow Heritage Trust: Instagram - https://www.instagram.com/heritagetrustbc/ Website - https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    23 min

  6. NOV 7

    Episode 09 - Don’t Let Your Crypto Go to the Grave: Estate Planning for Digital Assets with Geoff Costeloe

    In this episode, Nicole and Greg discuss digital asset planning with Geoff Costello, a Vancouver-based lawyer and digital asset expert. The conversation covers the nature of digital assets, focusing on cryptocurrencies and NFTs. Geoff explains the decentralized nature of cryptocurrencies, the role of cryptography, and the concept of mining. He highlights challenges in estate administration, the evolving legal landscape, and offers recommendations for ensuring families can access digital assets in case of incapacity or death. The episode emphasizes the importance of proper planning and organization for digital assets in estate planning. -- Follow Geoff: X - https://x.com/gcosteloe?lang=en LinkedIn - https://www.linkedin.com/in/geoffcosteloe/?originalSubdomain=ca Follow Heritage Trust: https://www.instagram.com/heritagetrustbc/   Heritage Trust Website: https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    18 min

  7. OCT 31

    Episode 08 - From Disputes to Decisions: The Role of Business Valuation in Estates with Kiu Ghanavizchian

    In this episode of Your Estate Matters, Greg and Nicole discuss the critical role of business valuation in estate planning with Chartered Business Valuator Kiu Ghanavizchian. They explore the importance of accurate valuations, the challenges faced in the process, and creative solutions for disputes. The conversation also touches on succession planning, shareholder agreements, and interesting valuation cases, providing valuable insights for listeners involved in estate matters. Kiu is a Partner at Partner at Blair Mackay Mynett Valuations Inc. -- Follow Kiu Ghanavizchian: https://ca.linkedin.com/in/kiu-ghanavizchian-a7951326 Follow Blair Mackay Mynett Valuations Inc: https://www.bmmvaluations.com/ Follow Heritage Trust: https://www.instagram.com/heritagetrustbc/   Heritage Trust Website: https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    29 min

  8. OCT 24

    Episode 07 - The Crucial Role of Financial Planners with Sandy Abley

    In this episode of Your Estate Matters, Greg and Nicole discuss the importance of financial planning in the context of estate planning with Sandy Abley, a certified financial planner and estate lawyer at Onyx Law Group. The conversation covers various aspects of estate planning, including the role of financial planners, building a team of advisors, understanding financial designations, and the significance of life events in financial planning. Sandy emphasizes the importance of proactive financial education and the benefits of gifting during one's lifetime to witness the impact on beneficiaries. -- The Wealth Doc Website: https://thewealthdoc.ca/ Onyx Law Group: https://onyxlaw.ca/ Follow Heritage Trust: https://www.instagram.com/heritagetrustbc/   Heritage Trust Website: https://heritagetrustcompany.ca/   Get the Essential Estate Planning Checklist for Canadians: https://www.estateclub.ca/estate-planning-checklist

    21 min
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About

Welcome to Your Estate Matters with your hosts, Nicole Garton and Greg Brennand 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 ( http://www.heritagetrustcompany.ca )

Information

  • Creator
    Nicole Garton and Greg Brennand
  • Years Active
    2K
  • Episodes
    15
  • Rating
    Clean
  • Copyright
    © All rights reserved.
  • Show Website
    Your Estate Matters

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