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 21, 2020
8:00pm - 8:45pm Eastern

Estate Planning for Business Owners

What are the specific planning items for business owners and why is it important to have a plan? This might include a shareholder agreement to address death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares or will the business be wound up on death or retirement? A plan is key.

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

November 23, 2020
9:00pm - 9:45pm Eastern

Do I really need a Will now? It isn't too early to start

Having a Will isn't something that should only be done as we age. It is something that everyone needs. In this 45 minute webinar, our partners at Advisors with Purpose will be discussing the following:

  • Why a Will is important for everyone
  • The importance of choosing guardians for children
  • When is a trust important
  • How do you choose an executor
  • Some options for distribution of assets (to family, guardians, children and charity)
  • What is a Common disaster clause

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

November 25, 2020
7:00pm - 7:45pm Eastern

Philanthropy and Charitable Giving - How Can a Foundation Help?

You may have never considered using a foundation for your charitable giving but perhaps you should. This webinar will help you understand how a foundation works and the benefits of using one.

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

January 27, 2021
3:00pm - 3:45pm Eastern

Avoiding Conflict - Things You and Your Family Need to Know

Everyone needs Will. Whether you have a little or a lot, it is important that you have a Will that not only plans for your stuff but also makes a    statement about your faith, your values and wishes. Unfortunately, sometimes the process can be difficult. This webinar will help you consider how you can plan your Will and hopefully avoid conflict within your family, heirs and executor.

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

February 24, 2021
8:00pm - 8:45pm Eastern

Understanding RRSP's and your Will

RRSP's are a great tool for saving but it is important that they are giving careful consideration when creating your Will. Here, you will hear about how registered investments are treated at the end of life and strategies for ensuring that they are used well.

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