Legacy giving

Ten years into retirement, Dianne and Harold took the prudent step of reviewing their financial plans for the future. They met with their financial advisor who informed them that they had fully overcome the risk of outliving their money. Then, they met with me to review their Generosity Plan™ for charitable giving. They explained to…

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Darlene

In parts one and two of this series I looked at the startling fact that over half of all Canadian adults do not have a current legal will despite the significant consequences of dying intestate. Darlene is an exception to these statistics. Time to Reflect After retiring from a demanding and rewarding career in education,…

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Cecil George Harris

In Part 1, I shared the cautionary tale of David, a client who for many years did not realize the potential consequences of not making a will. However, it is equally important, once you have a will, to keep it up to date. A Dramatic, Last-Minute Will Cecil George Harris became pinned under his tractor on…

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David

David* did not have a will. He had not made a specific choice not to have one, he had just never gotten around to meeting with a lawyer and putting his wishes in writing. He had lots of excuses – he felt young, he didn’t want to think about dying, he was estranged from his…

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Legacy gift

Practical Benefits of Giving to Charity in Your Will In Part One, I looked at why Paul and Janet decided to leave their entire estate to charity and how they went about doing that. Paul and Janet are passionate about protecting the environment, ensuring clean water, and providing education for the next generation. Their Generosity…

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charitable bequest

Practical Benefits of Giving to Charity in Your Will Your last will and testament are more than just a statement of what to do with your valuables – it is a statement of your values. Beliefs. Family. Charity. Abundance Canada clients Paul and Janet* had drawn up their wills many years ago, but as they…

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