EPISODE · Feb 11, 2025 · 13 MIN
Why estate and legacy planning are a vital part of your financial plan
from Matters Beyond Wealth · host mattersbeyondwealthrbc
Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before. To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI. Related episodes: Why making a Will is choosing caring over chaos What if I leave my Will to the last minute? How emotions can impact estate planning Leaving a lasting legacy for your kids and grandkids How family dynamics can impact your estate plan Incapacity: Do you know if family decides for you? Exploring living longer with steps to improve your ‘real age’ What are the responsibilities of an executor? Helpful resources: Free executor support tool Executor/Liquidator checklists and kits For more information on RBC Royal Trust visit our website.
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What this episode covers
Comprehensive estate planning can help you achieve goals for your financial future and for your family as we live longer than ever before. To discuss this topic, Leanne is joined by Tony Chapman, host of Chatter That Matters podcast, and the founder of Chatter AI.
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Why estate and legacy planning are a vital part of your financial plan
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