Will Planning

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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...
Legacy giving

Finding Their Legacy Story

Ten years into retirement, Dianne and Harold took the prudent step of reviewing their financial...
Darlene

Where There’s A Will (Part Three)

In parts one and two of this series I looked at the startling fact that...
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...
David

Where There’s A Will (Part One)

David* did not have a will. He had not made a specific choice not to...
Legacy gift

Make a Statement (Part Two)

Practical Benefits of Giving to Charity in Your Will In Part One, I looked at...