Women, Estate Planning, and Philanthropy: Re-Defining What’s Possible
As a Financial Planner, I know that estate planning (if understood at all) is often perceived as being something that only rich people do. The…
Will Power Library
Resources and stories about all aspects of legacy giving.
Writing Your Will May Be the Kindest Thing You Do for Your Loved Ones
Are you one of the 49% of Canadians that don’t have a Will? Or maybe you do have a Will but there have been changes…
How a Donation in Your Will Can Benefit You AND Your Family
The idea of leaving a charitable gift in your Will might have you wondering: why would I leave a gift to charity in my Will…
Three Reasons to Speak to an Advisor When Planning Your Will
What comes to mind when you think about your Will? Your first thought may be about what you will leave behind for your loved ones.
Why You Should Leave a Charitable Gift In Your Will
Like most Canadians, you’ve probably spent a lifetime contributing to a cause that’s close to your heart. Now imagine making a bigger contribution than you…
Have Your Cake and Eat It Too: The Tax Benefits of Charitable Gifts in Wills
Whether it’s through our money or our time, we’re all charitable in some form or another. But planning a charitable gift in a Will can…
5 Common Myths that Get in the Way of Your Will Power
Your Will can be a powerful tool for creating change in the world. By leaving a gift to charity in your Will you can have…
Helpful Tips for Updating Your Will
Clients often ask how frequently they should review their Will, and what steps they need to take to update it. The answers are not always…