Matters Beyond Wealth

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

Do you know what your care costs may be in retirement?

Learn about the potential costs of care as we age and ways to ensure your wealth plan can support your care plan
 
To discuss this topic, Leanne is joined by Audrey Miller, Managing Director at Elder Caring Inc.

Spotting financial elder abuse

Learn about how to help spot financial elder abuse, to mitigate it and how planning may prevent it

Innovative technology for older adults and caregivers

Learn about the innovative solutions to help older Canadians stay connected to others, stay independent, and in their homes longer

One year later, what has mattered beyond wealth?

Highlights of some of the top episodes that resonated with you most over this past year

Collectibles: Unique assets in estate planning—Part two

From Pokémon cards, Beanie Babies, stamps, coins to NFTs, learn estate planning tips for collectibles items