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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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 & Elder Mediation in BC
Estate & Elder Mediation in BC
September 5, 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
The Family Bank
The Family Bank
January 26, 2020
Family Governance and the Family Office
Family Governance and the Family Office
January 11, 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
Family Offices in Canada: An Overview
Family Offices in Canada: An Overview
October 19, 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.