Leaving a legacy: are you prepared?
Do you have an up to date will that you feel expresses your wishes regarding what you will leave behind?
Does your plan provide the right amount at the right time with as little as possible going to taxes and probate?
Does your will and/or plan protect your RRSP / RRIF or other investment accounts from taxation?
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.
March 5, 2020
3:00pm - 3:45pm EST
What to do about those RRSPs?
RRSPs may be an excellent way to save for retirement but what happens when some of those savings remain behind? Many think that they can be simply rolled over to the children but unfortunately much would go to the government in taxes first.
Our partners at Advisors with Purpose will explain what will happen to your RRSPs and how you can best plan for them.
April 7, 2020
7:00pm - 7:45pm EST
Your Farm and Estate Planning - Create your Farm Legacy
As a farmer, you've worked hard to build your business and you want to ensure that it is stewarded well whether the next generation succeeds you or whether you sell to others.
Our partners at Advisors with Purpose will help you consider the specific estate planning needs of those in farming.
May 7, 2020
8:00pm - 8:45pm EST
Avoiding Conflict in the Estate Process - Things you and your Executor need to know
Everyone needs a 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.
Our partners at Advisors with Purpose will help you consider how you can plan your Will and hopefully avoid conflict within your family, heirs and executor.
The Joy of
Key Reasons to Review
your Estate Plan
What Businesses Need to Know
about Estate Planning
8 Mistakes Not to Make
in your Estate Planning
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