Matters Beyond Wealth

Common questions about being an executor in Canada

Understanding estates, probate, and the role of the executor.
To discuss this topic, Leanne is joined by Bianca Krueger, senior manager of Professional Development at RBC Royal Trust.
Related episodes:
What are the responsibilities of an executor?
What rights do beneficiaries of a Will have?
What to know about being someone’s power of attorney
What is probate and can it be avoided?
Helpful resources:
Artie the executor helper tool
Estate complexity calculator
Estate settlement and executor resources
For more information on RBC Royal Trust visit our website.

What is the loneliness epidemic?

Learn about the alarming link between loneliness and chronic diseases in older adults
To discuss this topic, Leanne is joined by Dr. Rachel Savage, scientist with the Women's Age Lab at Women's College Hospital.For more information on RBC Royal Trust visit our website.

What are the responsibilities of an executor?

Discover the duties and potential liabilities of being an executor, as well as the ideal characteristics required for this role.
To discuss this topic, Leanne is joined by Clare Burns, partner at the law firm WeirFoulds

How does a living trust differ from a trust in your Will

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

Do I have a bare trust?

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.

What does an executor have to disclose to beneficiaries?

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

Be the author of your last chapter

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

Thriving in retirement

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

Why pre-planning your funeral matters

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

Will the changes to the capital gains inclusion rate impact me?

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