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
February 28, 2023
8:00pm Eastern
Money & Your Discipleship Journey
Many of us struggle with money and feel like we never get ahead. We find it difficult to balance between our wants, our needs and our desire to do well. Yet, Jesus called us to live counter-culturally. He calls His people out of the world’s systems and narrative to have a Godly perspective. Jesus wants us to walk in freedom and lays out the guidelines to do so. Explore what the Bible has to say about Jesus’ teaching on finances and how our perspective and use of money can affect our walk with the Lord.
To register, please contact us at register@advisorswithpurpose.ca or click here to register online.
March 30, 2023
3:00pm Eastern
Setting your House in Order – Estate Planning for Senior Adults
More than 60% of families have done little to no planning but it’s not too late to set up a plan. You may or may not have a Will but is it up to date and complete? Have you chosen a good executor and are they prepared for the job? Have you considered options for how to transfer your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and planned for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? This webinar is for people over 70 that will help you answer these questions and more.
To register, please contact us at register@advisorswithpurpose.ca or click here to register online.
April 27, 2023
8:30pm Eastern
Not just your principal residence – Planning well for investment properties
Planning for your principal residence may be simple but perhaps you own a vacation property, a foreign property, a rental unit, undeveloped land, or other investment properties. How do you plan well for those in your Will? Examine the tax implications and challenges of property and how they can be best handled in your Will and Estate plan.
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