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.
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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