mattersbeyondwealthrbc

Matters Beyond Wealth

Matters Beyond Wealth focuses on estate planning, healthy aging and retirement planning insights to help Canadians plan for today and their future. Hosted by Leanne Kaufman, president and CEO of RBC Royal Trust.

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Autor

mattersbeyondwealthrbc

Categoría

Education

Último episodio

15 de abr. de 2026

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Episodios

Estate planning tips that can help protect LGBTQ+ individuals 06.06.2023

Estate and incapacity laws can treat and impact the LGBTQ+ community differently than those outside of that community.

The family cottage: managing inheritance of an emotionally tied property 23.05.2023

Explore the emotional complexities of passing down a family cottage, plus strategies to help prevent family feuds and leave a harmonious legacy.

Leaving a lasting legacy for your kids and grandkids 09.05.2023

Exploring estate planning and legacy considerations for grandparents, including navigating intergenerational family dynamics

Six steps to help keep your brain healthy 25.04.2023

Learn why brain health for women matters, including tools and resources to help you develop better habits to keep your brain healthy

Strategies for caregivers to avoid burnout 11.04.2023

Tips to deal with the challenges and uncertainty of caregiving

Do you have a trusted contact person? 28.03.2023

Learn the difference between a trusted contact person and power of attorney, and why you should have both.

Those with special needs, need special planning 14.03.2023

Financial planning is essential for those with special needs to ensure they are cared for, during the parent's lifetime and beyond.

How family dynamics can impact your estate plan 28.02.2023

Learn why your family dynamics are important when choosing an executor, passing down belongings and more

What is gendered ageism? 14.02.2023

Health research, healthcare, and public policy have largely ignored the gendered realities of aging in Canada and the specific impact on women. The Women's Age Lab is out to change that.

Would you create a digital Will? 31.01.2023

The shift towards digital can have its benefits, but it also comes with a few risks. When it comes to digital Wills, do we know enough?

The race to deal with dementia in Canada 17.01.2023

Can Canada, with its aging population, keep up as the world works to tackle dementia? We explore the findings of CanAge's 2022 Dementia in Canada report.

Rethinking insurance in your estate planning 03.01.2023

How insurance can be used as a proactive, planning tool to preserve and enhance the wealth we leave behind

Contentious estates 20.12.2022

Learn what can happen to your executor and beneficiaries when settling an estate goes wrong

Are trusts dead? 06.12.2022

Learn what a trust is and three reasons to consider them as part of your estate planning  

What is probate and can it be avoided? 23.11.2022

Learn how you can avoid probate of your Will to benefit your beneficiaries and executors

Planning for life beyond 100 09.11.2022

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.

Aging at home safely and securely 27.10.2022

Learn how aging at home is possible with proper planning for your everyday needs and living space. 

Incapacity: Do you know if family decides for you? 14.10.2022

Find out what happens and how to prepare for when you can no longer make your own decisions.     

Plan for incapacity: Protect yourself with powers of attorney 28.09.2022

Powers of attorney for property and care are essential. Find out what can happen if you don’t have them.

Create a lasting legacy through charitable giving 28.09.2022

There are many ways to give to make a real and lasting impact, now and in the future.

Where there’s a Will, there’s a plan … sometimes 28.09.2022

Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.

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