Will and Estate Planning

Establishing a Generous Legacy

By any measure, Louis* had done very well in life. In addition to raising a happy family, he had established a number of successful private business ventures and invested well in real estate and the stock markets. He kept ...
Read More

Tell Your Story with a Legacy Gift

In Part One, I shared the shocking statistic that a majority of Canadians do not have a current legal will. Sadly, many people avoid the ...
Read More

Why a Will?

Buying the farm. Kicking the bucket. Giving up the ghost. Given the number of colourful euphemisms we use to avoid straight talk about death, it’s ...
Read More

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 had moved out to start their own careers and families. ...
Read More
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