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.

Heirlooms like fine art can create real value, and real complications for families when it's time to settle an estate.

A former appraiser joins Davide and Sara to explain how art, jewelry and collectibles are handled in estate administration, from provenance to probate. Drawing on over a decade of experience at one of Canada's oldest auction houses, ClearEstate's head of partner relations, Ellie Muir, shares what experts actually look for, and why sentimental value and market value are very different concepts.

Ellie also shares her view on the mythology of the Antiques Roadshow phenomenon and how it may have created some unrealistic expectations. Still, hidden treasures do exist but require validation; Ellie and Sara go through why anyone with art, jewelry or rare collectibles should consider creating an inventory, storing documentation and even taking out some insurance.

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

Presidents, prime ministers, monarchs and diplomats do not retire like the rest of us. Their legacies are meticulously planned and later fiercely defended.

Jeremy Kinsman, one of Canada's most experienced diplomats, joins Davide Pisanu for a wide-ranging conversation about how world leaders think about legacy, reputation and history once their power is gone.

Currently a Distinguished Fellow of the Canadian International Council, Kinsman was appointed to ambassador roles for the European Union, Russia and Italy, as well as High Commissioner to the United Kingdom. From Jimmy Carter's nonprofit work, to Bill Clinton's search for redemption after scandal, and King Charles III's effort to modernize the monarchy, Kinsman reflects on the many ways leaders try to shape how they will be remembered.

Kinsman also reflects on the legacies of business leaders like Warren Buffett and even his own, as he completes a forthcoming memoir drawing on his experience from a front-row seat to the transformation of post-Cold War Europe.

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

No two families are the same, and no one conversation can unlock all the benefits of proper estate planning.

It is an ongoing process, and this episode offers a wide range of practical ideas for getting started. Marc Seguin, who specializes in the family estate meeting, joins Davide and Sara for a wide-ranging discussion on what can actually trigger that first conversation, and why the first step is often less about paperwork and more about timing, trust and emotional intelligence.

Marc's interview took place on the eve of his fifth family estate meeting, and he shares some surprising lessons from that experience, including the value of creativity, scenario planning and even role-play to help people engage with difficult realities.

ClearEstate experts Kim Nelson and Mike Love then widen the lens with a more tactical look at what family meetings can accomplish, where they can go wrong, and when family dynamics may call for a facilitator or professional executor. The result is a candid brainstorm on how to begin one of the most important conversations a family can have together.

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

What does it mean to think like a CEO, or even a monarch, about the future of your business and estate?

Davide and Sara are joined by Karl Moore, professor at McGill University's Desautels Faculty of Management, Forbes contributor and longtime host of the CEO Series podcast, for a wide-ranging conversation about leadership, succession and the difference between building a business for the quarter and building one for generations.

Honoured in the Canadian Senate last month for having "enriched public discourse... translating rigorous research into accessible insight", Karl explains why the strongest business legacies are shaped by disciplined succession planning and a serious commitment to developing younger leaders. Drawing on decades of conversations with senior executives, he reflects on why family businesses often outperform, what other CEOs can learn from that model, and why organizations should be planning not just for the next leader, but for the layers of leadership that follow.

The conversation also explores reverse mentorship, the changing definition of success for younger generations, and the growing pressure on leaders to respond to AI, climate concerns and a more volatile economy.

Karl's latest book is We Are All Ambiverts Now: Introverts, Ambiverts, and Extroverts in the C-Suite.

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

If you had to explain the difference between a will and an estate plan in a sentence, could you?

In this ​special 'Estates 101' discussion, Sara chats with ClearEstate co-founder Alex Gauthier to ​make one very important point​, and explain ​why it matters so much in real life​. As Davide observes, "the simplicity of the distinction also hides the​ complexity of the process"​.

You can also read Alex's blog at clearestate.com/blog for a detailed breakdown of the distinction and tons of practical advice.

​Spoiler: A will is a legal document​ and part of an estate plan​, which itself is closer to an operating system​ or collection of various documents​ related to estate administration. Alex and Sara walk through ​​what belongs in the plan, including details on assets and liabilities, ​powers of attorney, healthcare directives and other critical information necessary to avoid painful paperwork or family conflict.

They also explain why th​e will vs. estate plan distinction is crucial for financial advisors and other professionals on the periphery of estate ​administration. If you've spent years helping clients build wealth, ​Alex notes, you don't want to see it diluted​ or torn apart​.

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