Individuals
Our services are available only through our relationships with our Partner Charities. We offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and Will reflects your life, faith and values. These services are free, confidential, no one will sell you anything and there is never any obligation.
If our Will is the last statement we will make, it is important that it be a meaningful one.
Many people are not aware of the benefits of good planning, the variety of options available, and the potential tax implications of certain decisions. Working with the estate specialists at Advisors with Purpose will answer questions about your estate and craft a plan of real significance and real impact.
Why is creating an Estate Plan important?
- to reduce taxes and fees at death
- to integrate your worldview into your plan
- to ensure your Will reflects your heart and your values and not simply follow assumptions of what should be done
- to help offset taxes that are incurred with RRSPs/RRIFs at end of life
- to plan correctly for the transfer of a cottage/cabin/vacation property and take into account the capital gains taxes
- to ensure tht you have chosen an executor who will be able to complete the job effectively
- to consider and prepare for special family situations such as a disabled child
- to look at your investments and consider the best options for distribution whether in your lifetime or in your Will
- to help ensure your Will promotes family harmony and avoids conflict over family assets, heirlooms, and expectations
- to help you understand which assets are the best ones to give to charity in your Will should you choose to do so
If you are a supporter of one of our Partner Charities and would like to schedule an appointment with an Estate Specialist