The Blog

Exploring new perspectives on legacy and inheritance planning

Welcome to the LegacyNex Blog, where we explore innovative approaches and ideas about inheritance and legacy planning. Dive into our articles for practical tips, inspiring stories, and expert advice to help you navigate the evolving landscape of willing your story, values, and experiences forward.

An Hour That Will Mean Everything

A single, guided conversation can begin preserving the stories, wisdom, and lived experiences your loved ones will rely on for guidance. LegacyNex offers written, audio, and video formats crafted with care, warmth, and confidentiality. When captured intentionally, your stories become clarity and connection for generations.

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The Privilege of Preserving Someone’s Story

LegacyNex was built on the belief that every story deserves to be treated with extraordinary care. Families choose this work because it preserves not just memories, but the wisdom, perspective, and humanity behind them.

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What Most Estate Plans Miss and Why It Matters

Estate planning often focuses on documents, assets, and executors — but what families truly need is context, clarity, and the stories that help them understand each other. As Canada enters a historic wealth transfer, the emotional and human side of legacy has never been more important. This piece explores why wisdom, values, and perspective are the inheritance most estate plans overlook.

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“I want this for my family too”

When people hear what LegacyNex was built for, the response is almost universal: “I want this for my family too.” This piece explores why wisdom, perspective, and lived experience remain the most enduring inheritance - and offers essential starting points for capturing your guidance and stories with intention.

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Connection Isn’t Linear: What a Restored Meal Taught Me About Legacy

A restored meal in Japan became an unexpected moment of connection - a reminder that legacy lives in the quiet ways we return to the people who shaped us. This story captures the heart of LegacyNex’s mission: preserving the voices, values, and insights that continue guiding us long after the moment has passed.

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Women Who Expand Your Thinking

LegacyNex began as an idea long before it had a name or structure, and Renée Sylvestre-Williams was one of the first to recognize its power. Her belief helped shape the direction of the company and affirmed the importance of capturing the human inheritance behind every life. This piece is a reflection on the women who don’t just support ideas - they expand them.

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Roots of Prosperity

Gary A. Teelucksingh’s new book captures a national shift: families across Canada want to pass on meaning, not just money. His message aligns deeply with LegacyNex’s work - helping people articulate the values, stories, and lived experiences that shape a true inheritance.

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“What a brilliant mind"

One page my dad wrote years ago became a return point — a reminder of his mind, his voice, and the way he understood the world. The written word holds more than memory; it carries us home.

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Proudly Supporting the Sal Iacono Family Bursary

LegacyNex proudly oversees the Sal Iacono Family Bursary, a program that has supported nearly 200 students since 2007. This year’s recipient, Quinn O’Malley, will have his full tuition covered for his final year of Broadcasting Studies at Algonquin College — continuing a legacy rooted in education, opportunity, and lasting impact.

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Some stories aren’t meant for AI alone

In a world chasing automation, some things should stay beautifully, stubbornly human. This week, I reflected on what makes our work at LegacyNex so different — and why your story deserves to be told by a human who listens, not an algorithm.

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It’s Time Advisors Help Clients Protect More Than Their Wealth

In today’s high-net-worth families, preserving financial wealth is only part of the legacy equation. Emotional wealth — the values, stories, and traditions that shape a family’s identity — matters just as much. This article explores how advisors and family offices can help clients nurture connection, cohesion, and shared meaning across generations. It introduces Words for Dad, a meaningful Father’s Day offering from LegacyNex, and makes the case for integrating emotional legacy tools into wealth conversations.

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Why Wealth Planning Means More When It Includes Stories, Values, and Meaningful Conversations

This article explores why wealth planning becomes even more powerful when it’s paired with personal stories, values, and meaningful conversations. It highlights insights from a conversation with Sudha Sankar of RBC Wealth Management about how integrating the “why” behind wealth helps families preserve connection, clarity, and culture across generations.

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Why the Stories We Share Are a Gift to Our Loved Ones’ Well-Being

When we think about well-being, we often focus on managing stress and coping with challenges in the moment. But the stories we share — about who we are, what matters to us, and what we’ve learned — quietly shape the emotional health of the people we love. This reflection explores why personal storytelling is a meaningful way to care for ourselves and others.

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More Than Stories: Reflecting on Legacy with Dr. Lawrence Loh

In LegacyNex’s latest Living Legacy Series, Dr. Lawrence Loh reflects on the power of storytelling to preserve meaning, context, and wisdom for future generations. This conversation explores how simple, everyday artifacts and personal reflections can become roadmaps for those we love in uncertain times.

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Legacy as a Driver of Well-Being and Family Connection

Legacy isn’t just what we leave behind — it’s how we live, connect, and share meaning across generations. At LegacyNex, we help individuals reflect on their stories and values to create lasting, personal connections with loved ones. When approached with intention, legacy becomes a powerful tool for well-being, healing, and generational understanding.

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Why Estate Plans Are Incomplete Without Personal Legacy

Estate plans often focus solely on financial assets, but personal stories, values, and lessons are just as crucial in creating a complete legacy. This article explores why legacy storytelling should be a key part of your estate planning process, ensuring that future generations have the guidance and wisdom they need.

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Ethical Wills: The Missing Piece in Estate Planning

Estate planning is often seen as a financial exercise, but the most valuable inheritance isn’t money—it’s wisdom, values, and life lessons. Ethical wills provide a way to document these intangibles, ensuring that your insights and stories continue to guide future generations. Through legacy storytelling, LegacyNex brings this concept to life, preserving what truly matters beyond wealth.

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No Time Like Now to Celebrate a Legacy

A Rwandan tradition of oral storytelling reminded me of the power of honoring someone’s legacy while they’re here. Instead of waiting, we can share reflections, stories, and tributes as meaningful gifts today.

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The Currency of Wisdom: More Than Just Money

When we think about leaving a legacy, we often focus on money and assets, but the words we share - our stories, values, and insights - can hold even greater long-term value. While financial gifts are spent and forgotten, wisdom compounds, shaping future generations in ways we may never fully see. This article explores why it’s essential to invest in both wealth and wisdom, ensuring our voices and guidance remain long into the future.

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