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 or simply complete the contact form below.
Upcoming Dates
May 30, 2023
8:00pm Eastern
Your Will and the Next Generation
Many of us want to leave a legacy for the next generation. We share our faith, love, experience, and encouragement. A well-crafted will can also be part of that lasting and meaningful legacy. When you plan thoughtfully and strategically, you can give your loved ones more than just money: you can teach them about generosity, responsibility, financial accountability, and wise tax planning.
In this webinar, you will hear one family’s experience with passing on a legacy of good financial stewardship, including money management, debt, and living generously, and the strategies that are available to you as well. They will discuss RRSPs, vacation properties, trusts, talking to your family, choosing an executor, living wills/personal directives, charitable giving, and powers of attorney. What a wonderful gift this would be for your family and the next generation.
To register, please contact us at register@advisorswithpurpose.ca or click here to register online.
June 20, 2023
8:30pm Eastern
Thoughtful Will Planning for those remarried or in blended families
Blending families and finances can become complex but good planning can help ensure that your Will reflects your new situation while ensuring that every person, situation, and asset is considered. This webinar will present solutions and ideas that need to be addressed.
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.
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