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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Caught in the Middle: Estate Planning for Canada’s Sandwich Generation
Caught in the Middle: Estate Planning for Canada’s Sandwich Generation
June 13, 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
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
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
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.