Your Estate Matters

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.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 www.heritagetrustcompany.ca ( http://www.heritagetrustcompany.ca )

Your Estate Matters is a education podcast hosted by Nicole Garton, with 70 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Nicole Garton hosts Your Estate Matters, a education show with 70 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #65

  Episode 65 - How to Keep Your Company Thriving After You’re Gone with Michael Scott

  Jun 4, 202639 minS0

  <p>In this episode of Your Estate Matters, Nicole speaks with estate planning lawyer Michael Scott, exploring the unique complexities business owners face when planning their estates. Michael explains why having a will and power of attorney forms the essential foundation, while also discussing advanced strategies such as estate freezes, family trusts, and probate fee avoidance. The conversation covers shareholders' agreements, key person insurance, and the lifetime capital gains exemption. Michael also addresses common misconceptions, warning against handshake deals and delayed planning. His key message: even a basic plan can save families significant stress, expense, and uncertainty when the unexpected...

  ListenShow Notes
• 

  Episode #64

  Episode 64 - How Executors Can Avoid Insolvent Estate Pitfalls with John Sandrelli

  May 21, 202635 minS0

  <p>In this episode of Your Estate Matters, Nicole speaks with John Sandrelli, a seasoned restructuring and insolvency expert, about the complexities of insolvent estates in Canada. With consumer debt reaching a record $2.6 trillion, John explains why this issue is becoming increasingly relevant. He outlines the warning signs executors should watch for, the serious personal liability risks they face, and the critical choice between administering an estate under BC's WESA or the federal Bankruptcy and Insolvency Act. John also covers exempt assets, creditor priorities, family law intersections, and emphasizes that seeking professional advice early is essential for any executor navigating...

  ListenShow Notes
• 

  Episode #63

  Episode 63 - Breaking the Inner Glass Ceiling with Jen Murtagh

  May 14, 202642 minS0

  <p>In this episode of Your Estate Matters, Nicole speaks with Jen Murtagh, co-founder of Maturn and creator of the Brave Connectedness framework that she employs in her coaching practice Jen Murtagh Coaching. Jen shares her journey from C-suite executive to entrepreneur, shaped by burnout, divorce, and a life-changing heart disease diagnosis. Together, they explore how midlife transitions — retirement, caregiving, widowhood, and menopause — affect both identity and life planning. Jen encourages listeners to embrace small acts of bravery, lean into community, and do meaningful inner work, reminding us that reinvention is possible at any age and that it's never too late...

  ListenShow Notes
• 

  Episode #62

  Episode 62 - Secrets to Money and Relationship Harmony with Alyson Jones

  Apr 30, 202637 minS0

  <p>In this week's episode, Nicole speaks with renowned therapist Alyson Jones about the complex relationship between money and couples. Together, they explore why financial conversations are so difficult, touching on emotional history, gender dynamics, power imbalances, and the taboo surrounding money. Alyson offers practical advice for improving communication, including regular financial check-ins, approaching discussions with curiosity and empathy, and recognizing warning signs of financial abuse. She also addresses how midlife transitions — retirement, supporting adult children, and estate planning — make open, respectful money conversations more important than ever.</p><p>--</p><p>Follow Alyson Jones:</p><p>Website - http...

  ListenShow Notes
• 

  Episode #61

  Episode 61 - Understanding Cross-Border Tax and Estate Planning with Jonah Spiegelman

  Apr 2, 202650 minS0

  <p>In this episode of Your Estate Matters, Nicole speaks with cross-border estate planning expert Jonah Spiegelman of Polaris Tax Counsel. Together, they explore the complex tax and legal challenges facing U.S. citizens living in Canada and Canadians with U.S. ties. Topics include annual U.S. filing obligations, estate and gift tax interactions, registered accounts like TFSAs and RRSPs, U.S. real estate ownership, and the pitfalls of improper estate planning. Jonah emphasizes that personalized, knowledgeable advice is essential to avoid costly mistakes, double taxation, and penalties for those navigating life on both sides of the border.</p><...

  ListenShow Notes

Recent guests on Your Estate Matters. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.