Planned Giving 2017-09-19T12:58:01+00:00

Planned Giving

Planned giving by Sid Roth

Leave a Legacy

Your Will is the last statement you will ever make. You want it to be a meaningful legacy reflecting the life that you lived. The inheritance you leave your children is about more than the monetary assets of your estate. Your legacy secures the financial future of your family while ensuring that your wishes and generosity are protected.

Did You Know?

Donating to a charitable organization in your Will and Testament can offset the taxes and legal costs in settling your estate and ensures that your family receives the majority of the financial blessing that you intended to leave them. Do you want to learn how to protect your loved ones inheritance from taxes, lawyers and probate court and maximize the legacy that you leave them? We have partnered with Advisors With Purpose to assist you in accomplishing this goal.

To offer you more information on this topic, ADVISORS with Purpose (AWP) hosts 1-hour Legacy Giving, Estate Planning and Wills Phone Seminars at various times through the year. On these calls you will receive information to help you understand the critical issue of providing for your family, reducing your tax burden, and how you can continue supporting charities of your choice. In addition, AWP will host an exclusive call this fall (date TBA) where Sid Roth will share a brief organizational update prior to the presentation. To learn more about the services offered by AWP, please visit www.advisorswithpurpose.ca

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