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In this week's episode, Nicole and Greg are joined by estate lawyer Katrina Yaworsky from Lindsay Kenney LLP. Together, they explore the fundamentals of estate administration, including the roles and responsibilities of executors, the probate process, and the challenges of managing an estate. Katrina offers practical advice on choosing executors, updating wills, and planning for tax implications, especially with non-resident beneficiaries. The discussion emphasizes the importance of organization and proactive planning to ease the burden on loved ones and ensure a smooth estate administration process.
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Follow Katrina Yaworsky:
Website - https://lklaw.ca/our-people/katrina-s-yaworsky/
LinkedIn - https://ca.linkedin.com/in/katrinaatlklaw
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist
By Nicole Garton and Greg BrennandIn this week's episode, Nicole and Greg are joined by estate lawyer Katrina Yaworsky from Lindsay Kenney LLP. Together, they explore the fundamentals of estate administration, including the roles and responsibilities of executors, the probate process, and the challenges of managing an estate. Katrina offers practical advice on choosing executors, updating wills, and planning for tax implications, especially with non-resident beneficiaries. The discussion emphasizes the importance of organization and proactive planning to ease the burden on loved ones and ensure a smooth estate administration process.
--
Follow Katrina Yaworsky:
Website - https://lklaw.ca/our-people/katrina-s-yaworsky/
LinkedIn - https://ca.linkedin.com/in/katrinaatlklaw
Follow Heritage Trust:
Instagram - https://www.instagram.com/heritagetrustbc/
Website - https://heritagetrustcompany.ca/
Get the Essential Estate Planning Checklist for Canadians:
https://www.estateclub.ca/estate-planning-checklist