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Advisors with Purpose

A Priceless Inheritance

Elaine and Harry did not think estate planning was for them – after all, other than some life insurance, a bit of RRSP savings and the family cottage, they had little financial assets. And really, their four kids would certainly not get rich from what would be left to them. But when Elaine and Harry met with an ADVISORS with Purpose estate specialist to ensure that their Will was current and biblically sound, they were genuinely surprised to learn that they would leave an estate valued at close to $675,000 – after a potential tax bill of around $74,000. After considering several options Elaine and Harry chose to add a fifth child as a beneficiary to their Will - a “Child Called Charity”. This option allowed them to eliminate the tax bill and leave a little over $150,000 to each child. But the real blessing came when they saw that they could leave a gift of over $135,000 to charity. Never in their life had they been able to make that kind of donation. And when Elaine and Harry told the children how, through their Will they would continue to build God’s Kingdom, the legacy they left their children was indeed priceless.

Through our partnership with ADVISORS with Purpose, we are pleased to offer you a confidential review of your Will and estate. Call today and speak to one of their qualified specialists.

ADVISORS with Purpose are a team of competent Christian advisors and professionals who can help you create a legacy and release the life changing principles of Biblical stewardship. They will provide you with the information and tools needed to guide you through legacy decisions that you can make within the privacy of your home. They will help you create a plan that can be easily implemented into a Will by your lawyers and advisors. Because of our partnership with them, this service is free and confidential and there is no obligation to you—and they will never sell you any product. 

SIM want to help you explore all the options available to you for your estate and provide information that can form the basis of your legally drafted Will, the tangible exercise of your Estate Plan. Or, if you already have a plan, this process can help you determine whether your Will needs revision to reflect your goals and values.

Make an appointment today! Call 1-866-336-3315 or email plan@advisorswithpurpose.ca

Watch this 10 minute Q & A video between the President of Advisors with Purpose and John Denbok. 

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