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Tag: will planning

If you have a Will, you need to read this

If you have a Will, you need to read this

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…

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What do you want YOUR legacy to be?

What do you want YOUR legacy to be?

For those of us working for a charity, the word “legacy” means a thoughtful charitable gift, a gift left in your Will. But there could be another meaning: how did you show up in the world? In other words, aside from the dollars distributed from your estate, how do you want to be remembered? What do you want YOUR legacy to be? How do you show up in the world? Most of us strive to be the best possible person…

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