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

September 17th, 2024
8:00pm Eastern

Top 5 Reasons to Have a Will

Discover the top 5 reasons to have a Will. This webinar will explore the legal, financial, and emotional advantages of estate planning and explain the process clearly and simply. Receive insights into how to protect your estate and leave a meaningful legacy. Discover how a Will can serve as a crucial tool to ensure that your assets are distributed according to your wishes, minimizing the potential for family conflicts and providing peace of mind for you and your loved ones.

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

October 22nd, 2024
8:00pm Eastern

Start the Conversation: Talk to Your Family About Your Will

Navigating family dynamics can be particularly tricky, given the diverse personalities, expectations, and communication styles that develop over time. These differences often contribute to conflicts and misunderstandings, especially during stressful or transitional periods. Our partners are offering a 45-minute webinar specifically tailored for those grappling with, or anticipating conflict in, their Will planning process.

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

November 7th, 2024
8:00pm Eastern

Future Proofing your Estate: Incapacity Planning Strategies

This webinar will explain how you can protect your assets and healthcare choices if you’re unable to make decisions due to mental or physical challenges. Review topics like creating powers of attorney, advance directives, and other key documents you may need. Do not wait until it’s too late — learn how to prepare yourself with the knowledge and tools to protect your estate and ensure your wishes are followed, even during tough times.

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

November 26th, 2024
3:00pm Eastern

Essential Estate and Will Planning for Retirees

Nearly 60% of families do not have a Will in place, but there’s still time. Do you have a Will, and if so, is it current and complete? Have you selected a trustworthy executor who’s ready for the responsibility? Have you explored ways to pass on your assets to your children or heirs in a mutually beneficial manner? What about the tax implications of your registered assets – have you made plans for those? Have you considered including charitable gifts in your Will? Have you discussed your decisions with your family and made sure they understand your wishes? This 45-minute webinar is for retirees who want to ensure they’ve covered all the bases, allowing them to enjoy life without the stress of crucial decisions looming over them.

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