“When you believe in things that you don’t understand, then you suffer.” – Stevie Wonder Early in my career as a lawyer I had a client who called me because she wanted to make her Will and powers of attorney. I provided her with the information that she needed and asked her when she wanted to meet to give me instructions to prepare the Will. She told me she would get back to me. I put her on what I…
At the Alzheimer Society, we believe completing your Will and Powers of Attorney for Personal Care and Property makes you a Super Hero. Why? You are putting the needs of others before yourself and protecting what’s important. Death and taxes – two certainties? While working at Royal Trust as a Will and estate planner, many clients would sit in a chair across from me and blurt out … there are two certainties in life: death and taxes. For years,…
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…