Your Estate Matters
Claim This Podcastby Nicole Garton
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Podcast Overview
<p>Welcome to Your Estate Matters with your host, Nicole Garton of Heritage Trust. Your Estate Matters is a podcast dedicated to everything estates, including building and preserving your legacy. If it's estate related, we'll be talking about it. We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.</p><p><br></p><p>Whether you are planning your own estate or are an executor for someone else’s, Heritage Trust can help. Partner with Heritage Trust to protect your family, your assets and your legacy. If you would like more information about Heritage Trust, please visit our website at <a href="http://www.heritagetrustcompany.ca" rel="nofollow">www.heritagetrustcompany.ca</a></p>
Language
🇺🇲
Publishing Since
9/9/2024
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Recent Episodes
July 2, 2026
Episode 68 - How to Avoid Tax Surprises in Estate Planning with Amanda Doucette
<p><span>In this week's episode of Your Estate Matters, Nicole speaks with renowned Canadian tax, trust, and estate lawyer Amanda Doucette (The Tax Chick) about the often-overlooked tax implications of estate planning. Amanda explains how deemed dispositions, RRSP beneficiary designations, probate, and trusts can significantly impact what families ultimately inherit. She cautions against DIY probate strategies, such as adding children to property titles, which can trigger unexpected tax consequences. The conversation also busts common estate planning myths and offers practical advice, reminding Canadians that thoughtful tax planning — not just having a will — is essential to protecting their family's financial future.</span></p><p><span>--</span></p><p><strong>Follow Amanda Doucette:</strong></p><p><span>Website - </span><a href="http://www.thetaxchick.ca/" rel="nofollow">www.thetaxchick.ca</a></p><p><span>The Tax Chick Podcast - </span><a href="https://podcasts.apple.com/ca/podcast/the-tax-chick-podcast/id1525089244" rel="nofollow">https://podcasts.apple.com/ca/podcast/the-tax-chick-podcast/id1525089244</a></p><p><span>Instagram - </span><a href="https://www.instagram.com/tax.chick/" rel="nofollow">https://www.instagram.com/tax.chick/</a></p><p><span>LinkedIn - </span><a href="http://www.linkedin.com/in/amandasadoucette" rel="nofollow">www.linkedin.com/in/amandasadoucette</a></p><p><br></p><p><strong>Follow Heritage Trust:</strong></p><p><span>Instagram -</span><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow"> </a><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow">https://www.instagram.com/heritagetrustbc/</a></p><p><span>Website -</span><a href="https://heritagetrustcompany.ca/" rel="nofollow"> </a><a href="https://heritagetrustcompany.ca/" rel="nofollow">https://heritagetrustcompany.ca/</a></p><p><span>Youtube - </span><a href="https://www.youtube.com/@heritagetrustco" rel="nofollow">https://www.youtube.com/@heritagetrustco</a></p><p><span> </span></p><p><strong>Get the Essential Estate Planning Checklist for Canadians:</strong></p><p><a href="https://www.estateclub.ca/estate-planning-checklist" rel="nofollow">https://www.estateclub.ca/estate-planning-checklist</a></p>
June 25, 2026
Episode 67 - Building a Business That Thrives Without You with Katie Bennett
<p><span>In this episode of Your Estate Matters, Nicole speaks with Katie Bennett, a master certified chair with Mackay CEO Forums and founder of Double Black Diamond Coaching, about the often-overlooked human side of business succession planning. With 76% of Canadian small business owners planning to exit within the next decade, yet only 9% holding a formal succession plan, the stakes are high. </span></p><p><span>Katie shares practical insights on reducing owner dependency, building strong leadership teams, and creating clear strategic plans. As Nicole reminds listeners, a will can determine who inherits a business, but it cannot make that business run.</span></p><p><span>--</span></p><p><strong>Follow Katie Bennett:</strong></p><p><span>Website - </span><a href="https://www.katiebennett.ca/" rel="nofollow">https://www.katiebennett.ca/</a></p><p><span>Double Black Diamond Coaching - </span><a href="https://doubleblackdiamondcoaching.com/" rel="nofollow">https://doubleblackdiamondcoaching.com/</a></p><p><span>MacKay CEO Forums - </span><a href="https://mackayceoforums.com/our-chairs/katie-bennett/" rel="nofollow">https://mackayceoforums.com/our-chairs/katie-bennett/</a></p><p><span>LinkedIn - </span><a href="https://ca.linkedin.com/in/katiebennettdbdcoaching" rel="nofollow">https://ca.linkedin.com/in/katiebennettdbdcoaching</a></p><p><br></p><p><strong>Follow Heritage Trust:</strong></p><p><span>Instagram -</span><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow"> </a><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow">https://www.instagram.com/heritagetrustbc/</a></p><p><span>Website -</span><a href="https://heritagetrustcompany.ca/" rel="nofollow"> </a><a href="https://heritagetrustcompany.ca/" rel="nofollow">https://heritagetrustcompany.ca/</a></p><p><span>Youtube - </span><a href="https://www.youtube.com/@heritagetrustco" rel="nofollow">https://www.youtube.com/@heritagetrustco</a></p><p><span> </span></p><p><strong>Get the Essential Estate Planning Checklist for Canadians:</strong></p><p><a href="https://www.estateclub.ca/estate-planning-checklist" rel="nofollow">https://www.estateclub.ca/estate-planning-checklist</a></p>
June 11, 2026
Episode 66 - Wills, AI, and Cybersecurity with Steve Parr
<p><span>In this episode of Your Estate Matters, Nicole interviews Steve Parr, founder of Parr Business Law, about the critical intersection of corporate law and estate planning for business owners. Drawing on his background as both an entrepreneur and lawyer, Steve outlines essential risk management tools — including wills, powers of attorney, shareholders agreements, and insurance. He also addresses today's pressing challenges: AI disruption, cybersecurity threats, supply chain vulnerabilities, and financial uncertainty. Steve encourages business owners not to feel overwhelmed, but instead to audit their risk exposure, lean on trusted professionals, and embrace adaptability as the new cornerstone of business resilience.</span></p><p><span>--</span></p><p><strong>Follow Steve Parr:</strong></p><p><a href="https://www.parrbusinesslaw.com/" rel="nofollow">https://www.parrbusinesslaw.com/</a></p><p><span>LinkedIn - </span><a href="https://ca.linkedin.com/in/steveaparr" rel="nofollow">https://ca.linkedin.com/in/steveaparr</a></p><p><span>Youtube - </span><a href="https://www.youtube.com/channel/UCxv_AFussiH1f4-TnN7SJRQ" rel="nofollow">https://www.youtube.com/channel/UCxv_AFussiH1f4-TnN7SJRQ</a></p><p><br></p><p><strong>Follow Heritage Trust:</strong></p><p><span>Instagram -</span><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow"> </a><a href="https://www.instagram.com/heritagetrustbc/" rel="nofollow">https://www.instagram.com/heritagetrustbc/</a></p><p><span>Website -</span><a href="https://heritagetrustcompany.ca/" rel="nofollow"> </a><a href="https://heritagetrustcompany.ca/" rel="nofollow">https://heritagetrustcompany.ca/</a></p><p><span>Youtube - </span><a href="https://www.youtube.com/@heritagetrustco" rel="nofollow">https://www.youtube.com/@heritagetrustco</a></p><p><span> </span></p><p><strong>Get the Essential Estate Planning Checklist for Canadians:</strong></p><p><a href="https://www.estateclub.ca/estate-planning-checklist" rel="nofollow">https://www.estateclub.ca/estate-planning-checklist</a></p>
69 total episodes available
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Frequently asked questions
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- What is Your Estate Matters?
<p>Welcome to Your Estate Matters with your host, Nicole Garton of Heritage Trust. Your Estate Matters is a podcast dedicated to everything estates, including building and preserving your legacy. If it's estate related, we'll be talking about it. We’re having the conversations today that will help Canadians protect their families, their assets and their legacies tomorrow.</p><p><br></p><p>Whether you are planning your own estate or are an executor for someone else’s, Heritage Trust can help. Partner with Heritage Trust to protect your family, your assets and your legacy. If you would like more information about Heritage Trust, please visit our website at <a href="http://www.heritagetrustcompany.ca" rel="nofollow">www.heritagetrustcompany.ca</a></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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