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Leaving a legacy: are you prepared?

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Do you have an up to date will that you feel expresses your wishes regarding what you will leave behind?

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Does your plan provide the right amount at the right time with as little as possible going to taxes and probate?

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Does your will and/or plan protect your RRSP / RRIF or other investment accounts from taxation?

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Does your current will clearly set aside sufficient funds to cover costs such as funeral expenses?

Did you answer "no" or "maybe" to any of these questions?

If so, now may be the time to discuss your plan with a professional estate planner. Through Bible League Canada and Advisors With Purpose, we can connect you with a planner for a complimentary consultation. Simply complete the contact form below. Alternatively, you can try the online estate planning tool.

Upcoming Dates

October 7, 2019
6:00pm - 6:45pm EST

Powerful Conversations: How to Talk to Loved Ones who don't have an up-to-date Will

Most people don't want to think or talk about wills, estate plans and end of life decisions. It's hard, uncomfortable and awkward. But, if we don't have those conversations, who will? When you don't have a will or plan in place, someone else will make the decisions for you and chances are those decisions won't be exactly what you wanted.

To register, please contact us at register@advisorswithpurpose.ca or click here to register online.

November 7, 2019
3:00pm - 3:45pm EST

What Canadian Snowbirds need to know about their Wills

Heading somewhere warmer for the winter season is wonderful but as Canadian Snowbirds, there are some things you need to know about your Will.

Before you pack up to leave, register with our partners at Advisors with Purpose for this 40 min webinar presented by Lorne Jackson.

To register, please contact us at register@advisorswithpurpose.ca or click here to register online.

December 2, 2019
3:00pm - 3:45pm EST

Strategies for Current Giving in Light of Estate Planning (Giving of Assets now)

As Christmas approaches, we want to give generously to others - including to the charities we believe in. Perhaps there are ways that you could be giving differently and more strategically.

Our partners at Advisors with Purpose will help you consider giving options that you may not have thought about before.

To register, please contact us at register@advisorswithpurpose.ca or click here to register online.

Previous Webinars

The Joy of
Planned Giving

Key Reasons to Review
your Estate Plan

What Businesses Need to Know
about Estate Planning

8 Mistakes Not to Make
in your Estate Planning

Want more information?

For more information, complete the contact form, watch the video or visit advisorswithpurpose.ca.

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Your legacy is a reflection of who you are

Your will is the last statement you get to make in life, and estate planning is a powerful chance to choose which values to pass on. There are many benefits to including charitable donations in your estate plan:

  • Create a legacy reflecting what matters most to you
  • Impact the next generation of God’s work
  • Create tax credits that benefit your loved ones

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