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 )

Episódios

  1. HÁ 6 DIAS

    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

    23min

  2. 7 DE NOV.

    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

    18min

  3. 31 DE OUT.

    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

    29min

  4. 24 DE OUT.

    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

    21min

  5. 18 DE OUT.

    Episode 06: The Executor's Role with Jeffrey Bichard

    In this episode of Your Estate Matters, Nicole and Greg discuss the intricacies of estate administration with expert Jeff Bichard from Scion Law LLP. The conversation covers the role and responsibilities of an executor, the probate process, and the importance of proper estate planning. Listeners gain insights into the duties of executors, including managing assets, paying debts, and ensuring fair distribution to beneficiaries. The episode also addresses the complexities of funeral arrangements, executor fees, and the implications of dying without a will, providing valuable resources for those navigating estate matters. -- Scion Law LLP: https://www.scionlaw.com/ Follow Jeffrey Bichard: https://ca.linkedin.com/in/jeffrey-bichard-165103b8 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

    35min

  6. 10 DE OUT.

    Episode 05: Building Your Estate Planning Team with Navrita Brar

    In this episode of Your Estate Matters, Nicole and Greg discuss the importance of estate planning with lawyer Navrita Brar. They explore the demographics of estate planning in Canada, the essential documents needed, complexities such as blended families, and the importance of building a reliable team of advisors. The conversation also covers the costs associated with estate planning and the potential financial and emotional toll of not having a plan in place. The episode emphasizes the need for open family discussions to ensure a smooth estate planning process. -- Lindsay Kenney LLP Website: https://lklaw.ca/ Navrita Brar LinkedIn: https://www.linkedin.com/in/navrita-brar/ 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

    12min

  7. 3 DE OUT.

    Episode 04: War Stories From the Field

    In this episode of Your Estate Matters, Nicole and Greg delve into the complexities of estate administration, sharing intriguing and sometimes bizarre scenarios they've encountered. They discuss the process of exhuming bodies for DNA testing in cases of intestacy, unusual funeral requests, family conflicts that arise during estate settlements, and the critical importance of proper estate planning to avoid future disputes and complications. The conversation emphasizes the need for individuals to take proactive steps in planning their estates to protect their families and legacies. -- 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

    16min

  8. 26 DE SET.

    Episode 03: The Pros and Cons of Professional Executors

    In this episode of Your Estate Matters, Greg and Nicole discuss the importance of professional executors in estate planning. They explore various scenarios where a professional executor may be necessary, the benefits of hiring one, such as professionalism and neutrality, as well as the potential downsides. The conversation emphasizes the need for families to weigh the pros and cons of appointing a professional executor based on their unique circumstances. -- 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

    16min

  9. 19 DE SET.

    Episode 02: Selling an Estate Property with Allison Gorwill

    In this episode, Nicole and Greg discuss estate property sales with Allison Gorwill, a realtor and mortgage broker from Sotheby's International Realty Canada. The conversation covers selecting a knowledgeable realtor, understanding the probate process, and the executor's responsibilities in preparing an estate property for sale. Allison emphasizes the importance of necessary documentation, property assessments, and staging. The episode provides valuable insights into the costs and steps involved in selling an estate property, aiming to guide listeners through the complexities of the process. -- Follow Allison https://sothebysrealty.ca/en/allison-gorwill/ https://allisongorwill.ca/ https://ca.linkedin.com/in/agorwill 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

    11min

  10. 12 DE SET.

    Episode 01: What to do with Inherited Clutter?

    Our guest is Linda Chu, a seasoned professional organizer and move manager with a passion for bringing order to chaos. With over two decades of experience in the industry, Linda has honed her skills in decluttering, organizing, and facilitating smooth relocations for her clients. Her commitment to creating functional, harmonious spaces stems from her belief that a well-organized environment fosters peace of mind and enhances overall well-being. Linda is the founder of the BC Chapter of Professional Organizers in Canada and the founder of her company Out of Chaos. Out of Chaos offers comprehensive professional organizing services for home and office, plus training programs, workshops and tools for more organized living and working. -- Follow Linda https://www.instagram.com/getoutofchaos/   Out of Chaos Website: https://www.outofchaos.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

    17min

  11. 9 DE SET.

    Your Estate Matters - Official Trailer

    Welcome to the official trailer for Your Estate Matters. The first episode of this weekly series will drop on Thursday, September 12! -- Follow Heritage Trust Company: Website - https://heritagetrustcompany.ca/ LinkedIn - https://www.linkedin.com/company/heritagetrustco/ Facebook - https://www.facebook.com/heritagetrustbc/ X - https://x.com/heritagetrustco Instagram - https://www.instagram.com/heritagetrustbc/ YouTube - https://www.youtube.com/channel/UCyTJ_W3rEpll5tfnuVmASyw Pinterest - https://www.pinterest.ca/HeritageTrustCompanyInc/

    1min

Trailer

Sobre

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 )

Informações

  • Criado por
    Nicole Garton and Greg Brennand
  • Anos de atividade
    2 mil
  • Episódios
    11
  • Classificação
    Livre
  • Copyright
    © All rights reserved.
  • Site do podcast
    Your Estate Matters

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