Will and Estate Planning

Legacy giving

Finding Their Legacy Story

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 ...
Read More
Darlene

Where There’s A Will (Part Three)

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 ...
Read More
Cecil George Harris

Where There’s A Will (Part Two)

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 ...
Read More
David

Where There’s A Will (Part One)

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 ...
Read More
Legacy gift

Make a Statement (Part Two)

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 ...
Read More
charitable bequest

Make a Statement (Part One)

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 ...
Read More
Mike and Carol and Kids

Generosity Lives On (Part Two)

In Part One of this blog series, we looked at the advantages of giving to charity in your will. Part Two explores how one couple’s ...
Read More
Mike and Carol

Generosity Lives On (Part One)

Warren Buffet once said, “If you’re in the luckiest 1% of humanity, you owe it to the rest of humanity to think about the other ...
Read More
difficult conversation

Hard Conversations Are Worth Having

Wise will planning is much more than just dividing assets after you die or thinking about charitable bequests. The type of assets you have, your ...
Read More
Family

Starting the Conversation

Advice on how to talk about your will and values with your children Part One of a Two-Part series It is time to update our ...
Read More