We compare living and testamentary trusts to help understand which assets may be best suited for each type and why some people use trusts

To discuss this topic, Leanne is joined by Barbara Kimmett, partner at the law firm of Bennett Jones

Learn what bare trusts are and if the tax implications apply to you.

To discuss this topic, Leanne is joined by Paul Taylor, partner at BLG.

This is part two of our Quebec-focused episodes. Listen in to learn about the changes to the mandate law in Quebec

To discuss this topic, our guest host Carmela is joined by Christina Kadas, notary, at Christina Kadas

For the French version head to: https://read.rbcwm.com/4dxOhmm and stay tuned for part three of our Quebec-focused episodes

This is part one of our Quebec-focused episodes. Listen in to learn how the change on virtual signing for most notarial acts will impacts Quebecers

To discuss this topic, Leanne is joined by Hugo Fournier-Gendron, notary with the firm Gendron, Carpentier For the French version head to: https://read.rbcwm.com/4db7uKi and stay tuned for part two of our Quebec-focused episodes

Probate fees, underused housing tax and helping your child buy their first home—tips for managing real estate in your estate plan

To discuss this topic, Leanne is joined by Rachel Goldman Robinson, partner at Torkin Manes LLP's private client services group

The evolving concept of family and new scientific advancements bring new considerations for estate planners and executors to navigate

To discuss this topic, Leanne is joined by Susannah Roth, Consultant, at RBC Royal Trust

Registered plans, such as RRSPs, RRIFs, RESPs, TFSAs, are great tools to save, and might have tax implications for your estate

To discuss this topic, Leanne is joined by Lorraine Allard, pension and institutional trust consultant at RBC Royal Trust

Understanding dementia and what things can be done to increase brain function

To discuss this topic, Leanne is joined by Dr. Howard Chertkow, chair in Cognitive, Neurology and Innovation and Senior Scientist at Baycrest and Rotman Research Institute

Explore the consequences and complexities surrounding near-death decisions.

To discuss this topic, Leanne is joined by Kirsten Jenkins, Partner at Norton Rose Fulbright Canada LLP.

Identifying the reasons and the strategies to help us start or update our estate plans

To discuss this topic, Leanne is joined by Michael Sherman, head of RBC’s Behavioral Economics team

Dear snowbirds, listen in to learn important considerations for effective cross-boarder estate planning short description of the episode.

To discuss this topic, Leanne is joined by Jim Yager, Consultant, Cross Border Tax, at RBC Family Office Services.

What to consider when choosing who to name as your substitute-decision maker and what you should know if you’re someone’s power of attorney

To discuss this topic, Leanne is joined by Kavina Nagrani, Partner at NIKA LAW LLP

Listen in as we explore what beneficiaries can expect from executors during the estate settlement process

To discuss this topic, Leanne is joined by Tom Grozinger, principal trust specialist here at RBC Royal Trust

Dive into the intricacies of preserving your business’s future, navigating tax and succession challenges.

To discuss this topic, Leanne is joined by Abby Kassar, Vice President, Business Owner Specialist, High Net Worth Planning at RBC Family Office Services and Murray Shapiro, Vice President, High Net Worth Planning Services at RBC Wealth Management Services

Learn ways to include charitable giving as part of your estate plan, providing you the opportunity to give during your lifetime and beyond. 

To discuss this topic, Leanne is joined by Tony Maiorino, Vice President and Director, at RBC Wealth Management Canada.

As our digital footprint continues to expand, learn how to address how those digital assets are handled after we’re gone To discuss this topic, Leanne is joined by Tracey Woo, Vice-president of Professional Practice and Tax at RBC Royal Trust

Learn about the potential costs of care as we age and ways to ensure your wealth plan can support your care plan

To discuss this topic, Leanne is joined by Audrey Miller, Managing Director at Elder Caring Inc.

Learn about how to help spot financial elder abuse, to mitigate it and how planning may prevent it

Learn about the innovative solutions to help older Canadians stay connected to others, stay independent, and in their homes longer

Highlights of some of the top episodes that resonated with you most over this past year

From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items

Planning for the future of your art collection in your estate

Using emotional intelligence to better navigate sensitive estate and late life planning conversations with loved ones.

Tell the story of how you lived and want to be remembered by writing your own obituary

To discuss this topic, Leanne is joined by Sandra Martin, award-winning journalist, columnist, and contributing writer for The Globe and Mail

Estate and incapacity laws can treat and impact the LGBTQ+ community differently than those outside of that community.

Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

Tips to deal with the challenges and uncertainty of caregiving

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

Retirement is not what it used to be. Learn tips for maintaining emotional health and happiness after leaving the workforce

To discuss this topic, Leanne is joined by Dr. Shaun Murphy, retired Organizational Psychologist and Management Consultant

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind

Learn what a trust is and three reasons to consider them as part of your estate planning

Learn how you can avoid probate of your Will to benefit your beneficiaries and executors

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.

Learn how aging at home is possible with proper planning for your everyday needs and living space. 

Find out what happens and how to prepare for when you can no longer make your own decisions. 

Powers of attorney for property and care are essential. Find out what can happen if you don’t have them.

There are many ways to give to make a real and lasting impact, now and in the future.

Pre-planning your funeral protects your loved ones. Learn how you can make it as special and unique as you are.

To discuss this topic, Leanne is joined by Jeffrey Weafer, president of the Funeral Services Association of Canada

Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.

Learn how changes to the capital gains inclusion rates impacts estates, trusts, the family cottage and other property

To discuss this topic, Leanne is joined by Prashant Patel, vice president of High Net Worth Planning Services, RBC Family Office Services

Can we truly reset our biology to defy our calendar age, and reboot our bodies back to our decades younger selves?

To discuss this topic, Leanne is joined by Dr. Michael Roizen, anesthesiologist, internist and global chief wellness officer at the Cleveland Clinic

We dive into the future of senior living, beyond conventional options, offering new opportunities that offer support while maintaining a fulfilling lifestyle

To discuss this topic, Leanne is joined by Elroy Jespersen, a founder of the first dementia village in Canada