Where There’s A Will (Part One)

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…

Read More

Make a Statement (Part Two)

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…

Read More

Make a Statement (Part One)

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…

Read More

Generosity Lives On (Part Two)

Mike and Carol and Kids

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 carefully planned legacy of giving is teaching a new generation to be generous. Throughout their 53 years together, Mike and Carol Dempsey* nurtured strong family ties with their children and…

Read More

Generosity Lives On (Part One)

Mike and Carol

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 99%.” Hearing this from a billionaire philanthropist may prompt comparisons that make it difficult to think of ourselves as the ‘luckiest’, but an annual net income of $41,800 CAD is…

Read More

Hard Conversations Are Worth Having

difficult conversation

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 values, the needs of your loved ones and the type of relationship you have with them must all be considered in your planning. That is part of what makes conversations…

Read More

Landscaping Your Generosity

chestnut tree

The light streaming through a crack in the shades woke me earlier than I would have liked. I padded downstairs and brewed some coffee. The bright sun was already heating the house, so I took my cup to the backyard in search of some shade and a bit of breeze. The best I could find…

Read More

What’s Your Endgame?

Avengers Endgame

*Warning: possible Avengers Endgame spoilers* From the upcoming conclusion to the Skywalker saga to the record-breaking Avengers series, pop-culture is awash in discussions about legacy. Fans who have followed characters they love for years are deeply invested in what the franchise finales will leave behind. But legacy is not restricted to heroes in a fantasy…

Read More