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tree.jpgPLANNED GIVING

Writing a Will for yourself is one of the most important documents you will ever make.  Yet up to 50% of Canadians have not decided how their estate will be handled following their death.  Many people, who work hard during their lifetime, simply leave it to the courts to decide how their estate is divided.  This Will Guide provides you with information to answer questions you may have, and can assist you in the preparation of your Will.  pdfGuide_To_Making_Will_Kit.

CAPITAL GAINS TAX BREAK - Government Seeks to Encourage Philanthropy

In a refreshing twist that benefits the good-hearted among us, the federal government has not only reduced a tax - they've eliminated it completely.

 

A LASTING GIFT - Understanding Your Planned Giving Options

Death and taxes.  We're often told they're the only sure thing.  It's true there's no avoiding either, but careful planning can secure a philanthropic legacy while minimizing your tax burden within a mechanism that's as steady as the rising sun.  Read More About Charitable Gifts & Insured Annuities. pdf Charitable Gifts Insured Annuities

A TANGIBLE LEGACY

There Are Various Ways of Doing Good in Your Community.

Planned Giving is a thoughtful donation predetermined in life and bequeathed upon death, that helps the cause that is closest to the donor's heart but also the loved ones left behind, in the form of a tax receipt that will decrease taxes on the estate.  pdf A Lasting Legacy

If you are interested in learning more about Planned Giving please contact our office.