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Power to Change Canada 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.
To get started, click here to schedule an appointment with an Advisor.
To reduce taxes and fees at death.
To integrate your worldview into your plan.
To ensure your Will reflects your heart and your values and not simply follow assumptions of what should be done.
To help offset taxes that are incurred with RRSPs/RRIFs at end of life.
To plan correctly for the transfer of a cottage/cabin/vacation property and take into account the capital gains taxes.
To ensure that you have chosen an executor who will be able to complete the job effectively
To consider and prepare for special family situations such as a disabled child.
To look at your investments and consider the best options for distribution whether in your lifetime or in your Will.
To help ensure your Will promotes family harmony and avoids conflict over family assets, heirlooms, and expectations
Many people are not aware of the benefits of good planning, the variety of options available,and the potential tax implications of certain decisions. Whether you feel your estate is large or small, we are confident that you can benefit from ADVISORS with Purpose’s estate and will planning services.
Our partners at ADVISORS with Purpose are hosting a variety of webinars and you are invited to join.