Your Estate Matters

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https://heritagetrustcompany.ca/
114 shares
https://www.estateclub.ca/estate-planning-checklist
92 shares
https://www.scionlaw.com/
5 shares

https://www.instagram.com/heritagetrustbc
114 shares
https://www.instagram.com/getoutofchaos
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https://www.instagram.com/alysonjonesassociates
2 shares

https://www.linkedin.com/company/heritagetrustco/
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https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca
2 shares
https://www.linkedin.com/in/sabeena-bubber-9331474
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Your Estate Matters - Official Trailer

Monday, September 9, 2024 • Duration 00:53

Welcome to the official trailer for Your Estate Matters.

The first episode of this weekly series will drop on Thursday, September 12!

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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/

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Episode 01: What to do with Inherited Clutter?

Episode 1

Thursday, September 12, 2024 • Duration 17:28

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.

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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

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Episode 42 - Divorce, Debt & Secrets Lenders Don’t Tell You: Sabeena Bubber on Protecting Your Estate

Thursday, July 17, 2025 • Duration 35:54

In this insightful episode of Your Estate Matters, Nicole and Greg welcome Sabeena Bubber, veteran mortgage broker and founder of The Divorce Circle.

Sabeena unpacks practical wisdom from her decades in the mortgage industry, tackling topics like how mortgages impact estate planning, what happens to real estate debts when someone passes away, and the growing complexities of blended families and divorce on property ownership.

Learn the differences between mortgage insurance and personal life insurance, discover the truths about reverse mortgages, and hear Sabeena’s essential tips for preserving financial stability and building a legacy. Whether you’re planning your estate or navigating big life changes, this episode offers valuable guidance you won’t want to miss.

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Follow Sabreena Bubber:

LinkedIn – https://www.linkedin.com/in/sabeena-bubber-9331474

Website - https://www.sabeenabubber.ca/

Instagram - https://www.instagram.com/sabeenab/?hl=en

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

Episode 41 - How Do You Settle an Insolvent Estate? With Holly Palmer

Thursday, July 10, 2025 • Duration 43:09

In this episode, Nicole and Greg welcome Holly Palmer, a licensed insolvency trustee with MNP, to discuss managing estates with more debts than assets. Holly explains the roles and responsibilities of executors, how creditor claims are prioritized, and the differences between secured and unsecured debts. The conversation also covers the importance of documenting family loans and clarifies when family members may be liable for a deceased person’s debts. Listeners gain practical insights into handling insolvent estates and the legal considerations involved in these complex situations.

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Follow Holly Palmer:

LinkedIn - https://ca.linkedin.com/in/holly-palmer-ab84838

Website - https://mnpdebt.ca/en/personnel/holly-palmer

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

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Episode 32 - Empowering Women in Wealth with Catherine Dorazio

Thursday, May 8, 2025 • Duration 14:12

In this week's episode of Your Estate Matters, Nicole and Greg engage with Catherine Dorazio, a seasoned wealth advisor from Connor Clark & Lunn Private Capital. They explore the growing influence of women in wealth management, noting that women are projected to control significant portions of wealth in the coming years. Catherine discusses the societal and economic impacts of this trend, the conservative investment approaches often adopted by women, and the challenges they face in financial literacy. The episode emphasizes the importance of education and professional support, encouraging women to take control of their financial futures.

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Follow Catherine Dorazio:

Website - https://cclprivatecapital.com/our-people/wealth-advisors/catherine-dorazio

LinkedIn - https://www.linkedin.com/in/catherinedorazio/?originalSubdomain=ca

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

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Episode 30 - Understanding Family Dynamics in Estate Planning with Julia Chung

Thursday, April 24, 2025 • Duration 32:50

In this week's episode, Nicole and Greg chat with Julia Chung, CEO of Spring Planning, to explore the intricacies of estate planning and wealth transfer. Julia shares her expertise on the evolving dynamics of wealth transfer, emphasizing the importance of open family communication and recognizing various forms of wealth beyond financial assets. The discussion highlights the challenges faced by blended families and the common "shirt sleeves to shirt sleeves" phenomenon. Julia advocates for a multidisciplinary approach, involving financial planners, lawyers, and mental health experts, to create a holistic and harmonious estate planning process.

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Follow Julia Chung:

Website - https://springplans.ca/

LinkedIn - https://www.linkedin.com/in/juliaychung/?originalSubdomain=ca

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

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Episode 28 - Essential Estate Planning for Business Owners with Steve Parr

Thursday, April 10, 2025 • Duration 20:44

This week, Nicole and Greg welcome Steve Parr, a lawyer and founder of Parr Business Law, to discuss estate planning for business owners. Steve emphasizes the importance of addressing succession planning, incapacity, and death to ensure business longevity. He outlines key components of a succession plan, including identifying successors, training, business valuation, and essential legal documentation. The conversation also covers various exit strategies and tax planning tools like estate freezes and life insurance. Steve encourages early planning and collaboration with knowledgeable advisors to protect assets and ensure a smooth business transition.

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Follow Steve Parr:

https://www.parrbusinesslaw.com/

LinkedIn - https://ca.linkedin.com/in/steveaparr

Youtube - https://www.youtube.com/channel/UCxv_AFussiH1f4-TnN7SJRQ

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

Episode 27 - How Financial Therapy Can Transform Your Relationship with Money with Natasha Knox

Episode 27

Monday, April 7, 2025 • Duration 28:25

This week on Your Estate Matters, Nicole and Greg chat with Natasha Knox, a financial therapist and principal of Alaphia Financial Wellness. They explore the unique field of financial therapy, which combines financial planning with therapeutic techniques to address the emotional aspects of money management. Natasha shares her journey into financial therapy, the impact of upbringing on financial behaviours, and common money beliefs. She offers strategies for couples to improve financial communication and discusses teaching children healthy money attitudes. The episode aims to help listeners enhance their financial well-being and protect their legacies.

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Follow Natasha Knox:

Website - https://www.alaphia.ca/

LinkedIn - https://www.linkedin.com/in/natashaknoxbc/

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

Your Estate Matters – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Your Estate Matters – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other53

Instagram6

LinkedIn43

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other53

Instagram6

LinkedIn43