In this episode of Your Estate Matters, Greg and Nicole discuss the critical role of business valuation in estate planning with Chartered Business Valuator Kiu Ghanavizchian. They explore the importance of accurate valuations, the challenges faced in the process, and creative solutions for disputes. The conversation also touches on succession planning, shareholder agreements, and interesting valuation cases, providing valuable insights for listeners involved in estate matters.

Kiu is a Partner at Partner at Blair Mackay Mynett Valuations Inc.

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Follow Kiu Ghanavizchian:

https://ca.linkedin.com/in/kiu-ghanavizchian-a7951326

Follow Blair Mackay Mynett Valuations Inc:

https://www.bmmvaluations.com/

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Greg and Nicole discuss the importance of financial planning in the context of estate management with Sandy Abley, a certified financial planner and estate lawyer at Onyx Law Group. The conversation covers various aspects of estate planning, including the role of financial planners, building a team of advisors, understanding financial designations, and the significance of life events in financial planning. Sandy emphasizes the importance of proactive financial education and the benefits of gifting during one's lifetime to witness the impact on beneficiaries.

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The Wealth Doc Website:

https://thewealthdoc.ca/

Onyx Law Group:

https://onyxlaw.ca/

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist

In this episode of Your Estate Matters, Nicole and Greg discuss the intricacies of estate administration with expert Jeff Bichard from Scion Law LLP. The conversation covers the role and responsibilities of an executor, the probate process, and the importance of proper estate planning. Listeners gain insights into the duties of executors, including managing assets, paying debts, and ensuring fair distribution to beneficiaries. The episode also addresses the complexities of funeral arrangements, executor fees, and the implications of dying without a will, providing valuable resources for those navigating estate matters.

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Scion Law LLP:

https://www.scionlaw.com/

Follow Jeffrey Bichard:

https://ca.linkedin.com/in/jeffrey-bichard-165103b8

Follow Heritage Trust:

https://www.instagram.com/heritagetrustbc/

Heritage Trust Website:

https://heritagetrustcompany.ca/

Get the Essential Estate Planning Checklist for Canadians:

https://www.estateclub.ca/estate-planning-checklist