charitable bequest Archives | Alzheimer Society Blog

Ensuring your charitable legacy: How to choose the right fiduciary

October 18, 2018

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…

If you have a Will, you need to read this

December 10, 2015

New Federal Estate Planning Legislation Make a Will Month (November) may be officially over, but this year we are still encouraging Ontarians to review their Estate plans because of new rules! On December 16, 2014, the Conservative government made amendments to the Income Tax Act, which impact the Will and estate planning process. Both amendments begin in 2016. Check your Will – you may need to take immediate action! Amendment – Charitable Gifts – Three year Graduated Rate Estate Right…