Much of what we do today is to improve our future financial position. As with anything, we can get better results by following a plan. This is why both an Estate Plan and a Financial Strategy are important for those who want to ensure better tomorrows for ourselves and our families.
Carl and Cathy are well aware of the substantial tax advantages of making charitable contributions as well as the good feeling they get by helping their favorite charity. In addition to their annual contributions, they would like to bequeath more substantial amounts to their chosen charity in their wills. Some of their more affluent friends do this. However, Carl and Cathy do not feel that they are able to.
Over the past several weeks, provinces across Canada have relaxed social distancing rules and begun the process of "re-opening" for business. Looking back over the past three months, while there have been many moments of stress and anxiety, there have also been moments to be thankful. What is there to be thankful about?
