Leaving a Legacy

Estate planning may not be the most glamorous topic, but it’s essential for anyone who wants to secure their assets and help their loved ones. Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you understand the fundamentals of estate planning. It will cover everything from wills and powers of attorney to probate and taxes, providing you with the knowledge you need to make informed decisions about your estate. Whether you’re just starting out or need to update your existing estate plan, this webinar is essential for anyone who wants to plan for their future and consider their legacy.

Click here to register for this free webinar.

Date: Wednesday, September 20
Time: 6:00 PM EST
Presented by: Lorne Jackson

Estate planning may not be the most glamorous topic, but it’s essential for anyone who wants to secure their assets and help their loved ones. Please join us for this 45-minute webinar hosted by our partners at Advisors with Purpose that will help you understand the fundamentals of estate planning. It will cover everything from wills and powers of attorney to probate and taxes, providing you with the knowledge you need to make informed decisions about your estate. Whether you’re just starting out or need to update your existing estate plan, this webinar is essential for anyone who wants to plan for their future and consider their legacy.

Click here to register for this free webinar.

Date: Tuesday, October 3
Time: 8:30 PM EST
Presented by: Chantel Gibbs

Planning for your principal residence may be simple, but perhaps you own a vacation property, a foreign property, a rental unit, undeveloped land, or other investment properties. How do you plan well for those in your Will? Our partners at Advisors with Purpose are hosting a webinar examining the tax implications and challenges of property ownership and how they can be best handled in your Will and Estate plan.

Click here to register for this free webinar.

Date: Tuesday, October 24
Time: 8:00 PM EST
Presented by: Lorne & Mary Lynn

When it comes to all the to-do’s in our lives, getting our things in order and creating a Will tends to be one of the things we put off until another day. There are many reasons why we procrastinate, but we are often worried about some difficult decisions to make, and we aren’t sure where to go for help. When asked, people identified ‘Peace of Mind’ as the first benefit of completing their Will and Estate Plan. The satisfaction of knowing that a plan is in place, your Will is well-designed, you have taken care of your loved ones, the hard decisions are made, and your Will reflects your goals and values can put your heart and mind at ease.

We invite you to join our partners at Advisors with Purpose for this one-hour webinar hosted by Lorne Jackson and Mary Lynn Huizinga. They will discuss several situations and topics of concern to many people and how you can plan well for them.

Click here to register for this free webinar.

Blending families and finances can become complex but good planning can help ensure that your Will reflects your new situation while ensuring that every person, situation, and asset is considered. Solutions and ideas are presented and discussed by our partner, Advisors with Purpose in this webinar.

Click here to watch the webinar recording.

What was covered:

You’ve seen the ads, read the stories and watched the commercials about legacy giving but may still be unsure about what it means, how it’s done and whether it is the right thing to do. In this webinar hosted by our partners at Advisors with Purpose, two advisors of different generations answer these questions and explain the difference your generosity can make, not only for the recipients but for you as well.

Click here to watch the webinar recording.

Planning for your principal residence may be simple but perhaps you own a vacation property, a foreign property, a rental unit, undeveloped land, or other investment property. How do you plan well for those in your Will? Our partners at Advisors with Purpose hosted this webinar and examined the tax implications and challenges of property and how they can be best handled in your Will and Estate plan.

Click here to watch this webinar recording.

More than 60% of families have done little to no planning but it’s not too late to set up a plan. You may or may not have a Will but if you do, is it up to date and complete? Have you chosen a good executor and are they prepared for the job? Have you considered options for how to transfer your assets to your children or heirs in a way that is best for all of you? Have you considered the tax implications of registered assets and planned for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Our partners at Advisors with Purpose hosted this webinar for people over 70 to help answer these questions and more.

Click here to watch the webinar.

Many of us struggle with money and feel like we never get ahead. We find it difficult to balance between our wants, our needs and our desire to do well. Yet, Jesus called us to live counter-culturally. He calls His people out of the world’s systems and narrative to have a Godly perspective. Jesus wants us to walk in freedom and lays out the guidelines to do so. Our partners at Advisors with Purpose hosted this webinar which explores what the Bible has to say about Jesus’ teaching on finances and how our perspective and use of money can affect our walk with the Lord.

Click here to watch the webinar.

What was covered:

Creating a Will can be like writing a love letter. Thinking through your options, making good choices and considering those you love can say more to them than you may think. Having your things in order is one way to let your family and heirs know that you love them enough to not burden them with making decisions on their own during their time of grief. What will your love letter say? Will it share your hopes and dreams for those you love? Will it speak of your faith and values? Will it share your heart for generosity? This webinar discusses the importance of choosing the right executor, powers of attorney and having a living will/personal directive. Explanations on trusts, how to speak with your family members and some of the best ways to share with your family and heirs are also provided in this webinar.

Click here to watch the webinar recording.

Navigating Wills and Estates can be challenging for everyone. It can be especially difficult if you are new to Canada and are less familiar with the terminology and the requirements. This webinar will help you better understand and plan for your Will with special consideration to those who are first generation Canadians.

Click here to watch the webinar recording.

Whether you already have a Will or not, this webinar is for you. Lorne Jackson of Advisors with Purpose demonstrates how planning well for your Will can make all the difference. He covers ownership of foreign property, the use of trusts in your Will, choosing effective executors, suggestions for how to avoid family conflict, the need for Power of Attorney, RRSPs and options for legacy giving. This webinar provides the information you need to go beyond the basics.

Click here to watch the webinar recording.

You may think you are too young for a Will or estate planning but that’s most likely not true. If you have a bank account, have RRSP’s, own some stocks or bitcoin, own a home, are married and/or have children then you probably should think about getting something in place. It doesn’t have to be complicated or expensive. Our partners at Advisors with Purpose hosted this webinar about why a Will is important and the consequences of not having one, taxation of the various investments and strategies to avoid them, guardianship of children, the choice of executors and the steps you can take to get it done.

Click here to watch the webinar recording.