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Category: Planning for the Future

Check in on your charitable giving

Check in on your charitable giving

A New Year (and decade!) has just begun, making it an excellent time to review your finances and your estate plan. While doing so, why not take the opportunity to consider what you can do for your charitable legacy? Individuals across the country give for different reasons. Some give to honour a friend or loved one; others to minimize taxes during their lifetime or at death.  Still others wish to be remembered through their charitable legacy. Caroline, one of our…

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Power of attorney: Tips for choosing the right attorney for property (and what to do if you’re appointed)

Power of attorney: Tips for choosing the right attorney for property (and what to do if you’re appointed)

It’s important for Canadians to include plans for a power of attorney in their future and financial planning.  In today’s guest blog from RBC Wealth Management, Royal Trust, learn more about choosing the right attorney for property, as well as what to do if you are chosen as one. Did you know that who you choose to be your attorney(s) for property and for personal care is just as important as the decision to create these important documents? To protect…

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Why you should have Powers of Attorney

Why you should have Powers of Attorney

As we live our day-to-day lives, we sometimes overlook the planning that we should be doing to help protect ourselves, our wishes, our assets and the people we care for. Though it may not be pleasant to think about, making plans now to ensure you are protected in the event of future incapacity is smart planning and can provide much needed peace of mind. Part of that planning includes creating Powers of Attorney (POA). This article discusses the different types…

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Ensuring your charitable legacy: How to choose the right fiduciary

Ensuring your charitable legacy: How to choose the right fiduciary

When planning your charitable legacy, it’s important to appoint a fiduciary that acts on your financial behalf. But what exactly does a fiduciary do, and why are they important? Today, the Alzheimer Society of Canada and RBC Wealth Management, Estate & Trust Services partner up to give you insights and tips on choosing the right fiduciary for you. Your charitable legacy When it comes to supporting dementia research as well as programs and services for people with dementia and their…

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