Charitable Gift Planning Advice

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Dreams of Generosity

Melanie* worked hard running a successful business. And “run” was absolutely the right word to...
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A New Holiday Tradition

Christmas is just around the corner and there are still lots of opportunities to practice...
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Establishing a Generous Legacy

By any measure, Louis* had done very well in life. In addition to raising a...
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Tell Your Story with a Legacy Gift

In Part One, I shared the shocking statistic that a majority of Canadians do not...
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Why a Will?

Buying the farm. Kicking the bucket. Giving up the ghost. Given the number of colourful...
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A Little Planning Goes a Long Way

Jack and Linda’s house was quiet now. After more than 25 years of family busyness, all of their children...
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Making a Difference with a Gift of Life Insurance

The United Nations Women recently warned that alongside the Covid-19 pandemic, women around the world have...
Designating charity as the beneficiary of their joint life insurance policy allowed David and Anna to model generosity for their children while providing a tax credit for their estate.

Building A Charitable Legacy Using Life Insurance

As David and Anna settled into the rhythm of retired life, their thoughts turned to...
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When Giving Is Good for Business: Donating Private Company Shares (Part 2)

In Part One, I introduced you to Keith and Edward, who contacted me to help them donate...