Development

Nearly 60% of families have done little to no planning, but it’s not too late to set up a plan. You may or may not have a Will, but is it up-to-date and complete? Have you chosen a good executor, and are they prepared for the job? Have you considered options for transferring your assets to your children or heirs in a way that is best for both of you? Have you considered the tax implications of registered assets and plan for those? Have you considered leaving charitable gifts in your Will? Have you spoken to your family about your choices, and do they know your wishes? Our partners at Advisors with Purpose are hosting a 45-minute webinar for those who are retired and want to make sure they have everything in place so they can live fully without the worry of those critical decisions having to be made.

Link to register calendly.com/awpwebinar/estate-planning-for-retirees-jan-23

Who are Advisors with Purpose?

Advisors with Purpose Financial Discipleship Canada aims to help disciples nationwide consider their finances through the lens of faith. They partner with charities and churches to offer free and confidential estate plans for their donors/supporters. Some key things to know:

• It is absolutely free, there is no obligation, and none of the advisors will try to sell you anything.
• Advisors are available by phone or Zoom.
• The Archdiocese of Halifax-Yarmouth pays for this service so that there is no cost to parishes or parishioners.
• Other organizations they work with include Catholic Christian Outreach (CCO), The Mustard Seed, and Trinity Western University in British Columbia.
• This is a way to consider the stewardship of your finances in keeping with your faith values.

To find out more about Advisors with Purpose visit: www.advisorswithpurpose.ca/