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

January 20, 2022
7:00pm - 7:45pm Eastern

Your Will, Your Executor and What You all Need to Know

It is important that both you and your executor understand the key elements of a Will, the role and responsibilities of an executor and the strategies that can be used to avoid taxes and fees while also ensuring your Will reflects you, your life and your faith. You are invited to join us for a webinar hosted by Advisors with Purpose that will prepare you to create a well planned Will and if your executor wants to join you, they are welcome as well.

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

February 22, 2022
7:00pm - 7:45pm Eastern

What You Need to Know about RRSP's and Your Will

RRSP’s 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 the government in taxes first. Our partners at Advisors with Purpose will explain what will happen to your RRSP’s.

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

March 22, 2022
3:00pm - 3:45pm Eastern

Promoting Family Harmony in Wills and Planning

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 not only avoid conflict but hopefully also promote family harmony within your family, heirs and executor.

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

Ask the Advisors

When is the Right Time to Write a Will?

Are RRSP's Taxed at End of Life?

Wills vs Estate Plans

Mistakes People Make

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