
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…
Resources and stories about all aspects of legacy giving.
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…
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…
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…
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.
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…
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…
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…
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…