GIVING A NEW PURPOSE TO YOUR MONEY

Craig and Lisa are a couple in their 40’s who have some financial security and enjoy a comfortable life. Writing a Will had not been a priority since they didn’t have children and so had never considered the issue of inheritance. Knowing that if one of them passed away the other would inherit the assets was comfort enough for them.

 

When one of their favourite charities suggested they consider how their ongoing accumulation of assets could take on more purpose now and later, they responded. When speaking with an estate planner, Craig and Lisa learned that without a Will in place, a substantial amount of their estate would have gone to the government in taxes.

 

They made some important decisions that not only effectively wrote the government out of their Will but would generate substantial charitable gifts for the work of some of their favourite charities giving a new purpose to their money.

Get in Touch with Advisors with Purpose

 

Through our partnership with ADVISORS with Purpose, we are pleased to offer you the opportunity to meet with an Estate Advisor to create a complimentary, personal, and confidential Estate Plan that will help you create a Will that reflects the life you lived, the faith you follow, the people you love, and the charities you believe in? Contact them today!

 

Please note that there are no obligations and no one will sell you any products.

Contact them today to speak to an estate specialist.

1.866.336.3315

plan@advisorswithpurpose.ca