Matters Beyond Wealth

How could frozen embryos, ancestry apps, and the modern family impact your Will?

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

How can my RRSP or TFSA impact my estate?

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

What is considered “normal” memory loss versus dementia?

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

What if I leave my Will to the last minute?

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.

Why making a Will is choosing caring over chaos

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

Is your cross-border property in your estate plan?

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 know about being someone’s power of attorney

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

Estate planning tips for business owners

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

Wealth and giving: what are your philanthropic goals?

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.
 
 

What happens to my online accounts and assets after I am gone?

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