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.
ADVISORS with Purpose is part of the family of ministries of Financial Discipleship Canada. Their services are available through our relationships with our Partner Charities. They 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 and confidential to supporters and friends of SIM.
Why should you create an estate plan with an ADVISORS with Purpose specialist?
- to reduce taxes and fees at death.
- to integrate your worldview into your plan.
- to prepare the next generation.
- your plan will reflect your heart and your values.
- your plan will promote family harmony and avoid conflict over family assets, heirlooms and expectations.