Leaving a Legacy

Date: Thursday, March 30
Time: 3:00 PM EST
Presented by: Lorne Jackson

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 are hosting this webinar for people over 70 that will help you answer these questions and more.

You can join online or by phone. Register by clicking the link below, sending an email to register@advisorswithpurpose.ca or calling 1-866-336-3315

Click here to register for this free webinar recording.

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.

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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.

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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.

Many Canadians have vacation or investment properties outside of Canada. There are some specific things you need to know about planning for them in your Will. Our partners at Advisors with Purpose hosted a webinar that walks you through the legal requirements and strategies to ensure the best outcome.

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So much information about Wills and Estate Planning involves strategies and tools for those with heirs. However, it is important that everyone has a Will that reflects their lives and faith and those without heirs have many opportunities to consider. Our partners at Advisors with Purpose hosted a webinar that helps you think through those options and ensures that your Will leaves a legacy that impacts generations to come.

Click here to watch the webinar recording.

Our partners at Advisors with Purpose hosted a webinar where they shared critical information about choosing the right executor and the importance of selecting your powers of attorney and having a living will. They provided explanations on trusts, on how to speak with your family members and on some of the best ways to share with your family and heirs. Your Will can be a love letter. What will yours say?

Click here to watch the webinar recording.

What was covered:

Will planning is important for everyone and those who are unmarried, divorced or widowed could have unique situations and decisions to consider. Our partners at Advisors with Purpose hosted this webinar to help you think through the options and planning tools that are unique to singles.

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What was covered:

Many people are experiencing financial challenges, such as debt, a frustrating job, or inadequate savings. The Bible has a lot to say about money. Indeed, the Bible is a blueprint for managing your finances. In this webinar hosted by our partners at Advisors with Purpose, you can discover the profound impact handling money has on your relationship with God.

Click here to watch the webinar recording.

What are the specific planning items for business owners and why is it important to have a plan? This might include a shareholder agreement to address death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares or will the business be wound up upon death or retirement? A plan is key. Our partners at Advisors with Purpose are hosting a webinar that will help you better understand the options and processes.

Click here to watch the webinar recording.

What was covered:

Everyone needs a Will. Whether you have a little or a lot, it is important that you have a Will that not only plans for your stuff but also makes a statement about your faith, your values and wishes. Unfortunately, sometimes the process can be difficult. Our partners at Advisors with Purpose will help you consider how you can plan your Will and not only avoid conflict but hopefully also foster harmony amongst your family, heirs and executor.

Click here to watch the webinar recording.

What the webinar covered:

RRSP’s may be an excellent way to save for retirement but what happens when some of those savings remain behind? Many think that they can be simply rolled over to the children but unfortunately much would go the government in taxes first. Our partners at Advisors with Purpose explain what will happen to your RRSP’s.

Click here to watch the webinar recording.

What the webinar covered:

It is important that both you and your executor understand the key elements of a Will, the roles and responsibilities of an executor and the strategies that can be used to avoid taxes and fees while also ensuring your Will reflects you, your life and your faith. Learn how to create a well-planned Will.

Click here to watch the webinar recording.