Development

Webinar: Estate Planning for Senior Adults

On March 30 at 3:00pm Eastern time, Advisors with Purpose, the diocese’s estate planning partners, are hosting a free webinar titled: Estate Planning for Senor Adults.

More than 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 how to transfer 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 planned 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 this webinar for people over 70 that will help you answer these questions and more. You can join online or by phone.

When: March 30 at 3:00pm (Eastern Time)

To Register: calendly.com/awpwebinar/setting-your-house-in-order-march-30

You may also register by sending an email to This email address is being protected from spambots. You need JavaScript enabled to view it. or calling 1-866-336-3315

Estate Planning

The Archdiocese of Halifax - Yarmouth has partnered with ADVISORS with Purpose to offer you the opportunity to work with an Estate Advisor who can help you think through your decisions regarding your estate, and create for you a unique Estate Plan for your will that reflects your life, faith and values. These services are free to you, fully confidential, there is no obligation and we promise that no one will sell you anything.