At a certain level of wealth, legacy planning becomes a question of enoughness: what a family wants, what it needs and what it can share.

Philanthropist, investor and activist Claire Trottier joins Davide to discuss her personal reconciling of intergenerational wealth, social responsibility and family legacy. Drawing on her work with Patriotic Millionaires Canada, the Trottier Family Foundation and various forms of impact investing, Claire explains why giving is not only about charity but about the systems and moral obligations that ought to come with major financial resources.

The conversation looks at how advisors and their HNW clients can engage with deeper questions not only of how wealth is preserved but how much is enough, and what can be done with the rest.

For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

Great legacies are rarely built alone.

Journalist Eric Andrew-Gee joins Davide to discuss Dr. Wilder Penfield, the celebrated neurosurgeon whose work helped map the human brain, and William Cone, the brilliant but largely forgotten collaborator beside him at the Montréal Neurological Institute. Drawing on Eric's new book The Mind Mappers: Friendship, Betrayal and the Obsessive Quest to Chart the Brain, the conversation looks at partnership, betrayal and the forces that shape public memory.

Taking Penfield's familiar Canadian TV Heritage Minute as a starting point, Eric explains how Penfield became one of Canada's best-known scientific figures, why Cone's role faded from view, and what their story reveals about how legacies are made: who gets remembered, who gets burnt, and how archives, media and institutions shape the historical record.

For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

Grief is universal but mourning is shaped by culture, ritual and community. In the first of many episodes on diverse end-of-life traditions, Sara explores Jewish mourning practices.

She is joined by writer and death educator Simcha Paull Raphael, author of the bestseller Jewish Views of the Afterlife, to discuss how non-Jewish professionals, colleagues and friends can support people in the Jewish community who are grieving, from funeral timing and Shiva etiquette to the time-tested communal structures that help carry mourners through loss.

The conversation also looks at the deeper beliefs behind these practices, including Jewish views on the soul, the afterlife and ethical wills, which can be useful for estate planners of all backgrounds. These 'Traditions' episodes are meant to be a starting point for anyone hoping to show up with more understanding, sensitivity and care.

For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.