Your Estate Matters Blog
We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.
A publication of Heritage Trust.
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When Conflict Arises: a Practical Guide for Professionals Working with Families
When Conflict Arises: a Practical Guide for Professionals Working with Families
April 25, 2025
What Naval Ravikant Might Add to His Legacy (and Why It Matters for Estate Planning)
What Naval Ravikant Might Add to His Legacy (and Why It Matters for Estate Planning)
April 2, 2025
Cognitive Impairment, Testamentary Capacity & Susceptibility to Undue Influence: a Concise Overview for Estate Planners
Cognitive Impairment, Testamentary Capacity & Susceptibility to Undue Influence: a Concise Overview for Estate Planners
April 2, 2025
A Canadian Parent's Guide to Estate Planning for their U.S. Children
A Canadian Parent's Guide to Estate Planning for their U.S. Children
April 1, 2025
Navigating Business Ownership as an Estate Executor: a Concise Primer
Navigating Business Ownership as an Estate Executor: a Concise Primer
March 20, 2025
Financial Abuse of Seniors in Canada: Understanding the Issue and Best Practices for Prevention
Financial Abuse of Seniors in Canada: Understanding the Issue and Best Practices for Prevention
March 11, 2025
Negotiating with High Conflict Personalities
Negotiating with High Conflict Personalities
March 5, 2025
Joint Tenancy as an Estate Planning Tool: Key Considerations and Strategies
Joint Tenancy as an Estate Planning Tool: Key Considerations and Strategies
March 2, 2025
Economic Uncertainty & Canadian Immigration & Emigration: Financial, Legal & Personal Factors to Consider
Economic Uncertainty & Canadian Immigration & Emigration: Financial, Legal & Personal Factors to Consider
February 5, 2025
Estate Planning for Digital Assets: Best Practices for the Digital Era/w=1920,quality=90,fit=scale-down)
Estate Planning for Digital Assets: Best Practices for the Digital Era
January 27, 2025
Widow to keep $102,789.52 from late husband's RRSP after court victory against Canada Revenue Agency
Widow to keep $102,789.52 from late husband's RRSP after court victory against Canada Revenue Agency
January 23, 2025
Transparency Registers Business Owners in BC Should Be Aware Of/w=1920,quality=90,fit=scale-down)
Transparency Registers Business Owners in BC Should Be Aware Of
January 23, 2025
Opinion: Human Individuals Should Not Serve as the Sole Trustee of Trusts
Opinion: Human Individuals Should Not Serve as the Sole Trustee of Trusts
November 24, 2024
Preston & Sandra Manning: a Legacy of Relationships, Faith & Service to Canada
Preston & Sandra Manning: a Legacy of Relationships, Faith & Service to Canada
November 11, 2024
How to Set Up a Legacy Contact for Digital Assets
How to Set Up a Legacy Contact for Digital Assets
November 7, 2024
The Interplay of Estate & Family Law in British Columbia
The Interplay of Estate & Family Law in British Columbia
December 9, 2023
Estate Planning for Disabled Beneficiaries in British Columbia
Estate Planning for Disabled Beneficiaries in British Columbia
April 12, 2023
Is Prince Harry’s Book Spare an Example of a Failed Family Office?
Is Prince Harry’s Book Spare an Example of a Failed Family Office?
March 17, 2023
The Rogers Saga and What It Can Teach Us About Family Business and Conflict
The Rogers Saga and What It Can Teach Us About Family Business and Conflict
October 28, 2021
Personal Property Guide for British Columbia
Personal Property Guide for British Columbia
October 17, 2021
The Duties of a Trustee of a Testamentary Discretionary Trust
The Duties of a Trustee of a Testamentary Discretionary Trust
May 31, 2021
Family Office as a Vehicle for Legacy and Multigenerational Wealth
Family Office as a Vehicle for Legacy and Multigenerational Wealth
February 7, 2020
Professional Trustee Services for Trusts for Disabled Beneficiaries (sometimes called Henson Trusts)
Professional Trustee Services for Trusts for Disabled Beneficiaries (sometimes called Henson Trusts)
January 6, 2020
The Importance of Clarifying Values, Vision, and Mission for Business Families
The Importance of Clarifying Values, Vision, and Mission for Business Families
January 5, 2020
Harnessing Conflict: How Family Businesses Can Survive and Thrive
Harnessing Conflict: How Family Businesses Can Survive and Thrive
December 1, 2019
Continuity Planning for Family-Owned Businesses
Continuity Planning for Family-Owned Businesses
February 6, 2019
Heritage Trust is a leading non-deposit taking financial institution, regulated by the BC Financial Services Authority (BCFSA), a government agency of the Province of British Columbia. Heritage Trust offers caring and professional executor, trustee, power of attorney, committee, escrow and family office services to BC resident clients.
We welcome you to contact us.