Advisors With Purpose

Whether you feel your estate is large or small. we are confident that you can benefit from these estate and will planning services.

A staggering 60% of all Canadians lack a current up-to-date Will or do not have one at all. If your Will is the last statement you 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. 

Whether you feel your estate is large or small. we are confident that you can benefit from these estate and will planning services.

Advisors and Purpose offer planned giving specialists who can help you think through your decisions regarding your estate and ensure that your estate plan and Will reflect your life. faith and values. These services are free, confidential, there is no obligation, and no one will sell you anything.

Here’s what one couple has to say...

“Thank you for helping us on the right path to completing our estate plan with such wise guidance.

We are truly grateful and feel very much at peace with what was accomplished. We are very happy with Advisors with Purpose and have recommended them to our friends.”

 

WHY CREATE AN ESTATE PLAN?

  • to reduce taxes and fees at death.
  • to integrate your worldview.
  • to ensure your Will reflects your heart and your values and not simply assume 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 capital gains taxes.
  • to ensure that 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 prepare and encourage the next generation to be good stewards.
  • to help you understand which assets are the best ones to give to charity in your Will should you choose to do so
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Advisors With Purpose

Will the legacy you leave reflect the life you’ve lived?