Legacy Giving

PLANNING TOOL
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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

October 27, 2022
7:00pm Eastern

Beyond the Basics

Whether you already have a Will or not, this webinar is for you. Lorne Jackson, of Advisors with Purpose, will demonstrate how planning well for your Will can make all the difference. He will cover ownership of foreign property, the use of trusts in your Will, choosing effective executors, suggestions for how to avoid family conflict, the need for Power of Attorney, RRSPs and options for legacy giving. This webinar will offer you the information you need to go beyond the basics.

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

November 29, 2022
8:00pm Eastern

Will Planning for New Canadians

Navigating Wills and Estates can be challenging for everyone. It can be especially difficult if you are new to Canada and are less familiar with the terminology and the requirements. You are invited to join us for a webinar that will help you better understand and plan for your Will with special consideration to those who are first generation Canadians.

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

January 26, 2023
7:00pm Eastern

Your Will as a Love Letter

Creating a Will can be like writing a love letter. Thinking through your options, making good choices and considering those you love can say more to them than you may think. Having your things in order is one way to let your family and heirs know that you love them enough to not burden them with making decisions on their own during their time of grief. What will your love letter say? Will it share your hopes and dreams for those you love? Will it speak of your faith and values? Will it share your heart for generosity?

This webinar will discuss the importance of choosing the right executor, powers of attorney and having a living will/personal directive. Receive explanations on trusts, on how to speak with your family members and on some of the best ways to share with your family and heirs.

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