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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.
 
CATEGORIES
Categories
Digital Assets
Discretionary Trust
Estate Planning
Family Governance
Family Office
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Property
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Posts
Economic Uncertainty & Canadian Immigration & Emigration: Financial, Legal & Personal Factors to Consider
Economic Uncertainty & Canadian Immigration & Emigration: Financial, Legal & Personal Factors to Consider
Feb 5, 2025
Is Legacy More than Just Ego?
Is Legacy More than Just Ego?
Jan 29, 2025
Estate Planning for Digital Assets: Best Practices for the Digital Era
Estate Planning for Digital Assets: Best Practices for the Digital Era
Jan 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
Jan 23, 2025
Transparency Registers Business Owners in BC Should Be Aware Of
Transparency Registers Business Owners in BC Should Be Aware Of
Jan 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
Nov 24, 2024
Preston & Sandra Manning: a Legacy of Relationships, Faith & Service to Canada
Preston & Sandra Manning: a Legacy of Relationships, Faith & Service to Canada
Nov 11, 2024
How to Set Up a Legacy Contact for Digital Assets
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How to Set Up a Legacy Contact for Digital Assets
Nov 7, 2024
The Interplay of Estate & Family Law in British Columbia
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The Interplay of Estate & Family Law in British Columbia
Dec 9, 2023
Estate & Elder Mediation in BC
Estate & Elder Mediation in BC
Sep 5, 2023
Estate Planning for Disabled Beneficiaries in British Columbia
Estate Planning for Disabled Beneficiaries in British Columbia
Estate Planning for Disabled Beneficiaries in British Columbia
Apr 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?
Mar 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
Oct 28, 2021
Personal Property Guide for British Columbia
Personal Property Guide for British Columbia
Oct 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
Feb 7, 2020
The Family Bank
The Family Bank
Jan 26, 2020
Family Governance and the Family Office
Family Governance and the Family Office
Jan 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)
Jan 6, 2020
The Importance of Clarifying Values, Vision, and Mission for Business Families
The Importance of Clarifying Values, Vision, and Mission for Business Families
Jan 5, 2020
Harnessing Conflict: How Family Businesses Can Survive and Thrive
Harnessing Conflict: How Family Businesses Can Survive and Thrive
Dec 1, 2019
Family Offices in Canada: An Overview
Family Offices in Canada: An Overview
Oct 19, 2019
Continuity Planning for Family-Owned Businesses
Continuity Planning for Family-Owned Businesses
Feb 6, 2019
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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.