Mike and MaryAnn were a couple in their 40s who through hard work had accumulated some financial security that allowed them to live a pleasant lifestyle.
Writing a Will had never been a high priority for Mike and MaryAnn. They had never had children, so knowing that if one of them died, the other would inherit the assets was comfort enough for them.
But then one of their favourite charities suggested they meet with a representative from ADVISORS with Purpose. They were encouraged to consider how the assets they were accumulating could take on more meaning both now and after their deaths.
Through the process of estate planning, Mike and MaryAnn began to realize that they had been operating under some mistaken understandings. They learned that had they died without a Will in place, a substantial amount of their estate would have been “inherited” by the government in taxes! With the counsel they received from the estate specialist, Mike and MaryAnn made some important decisions that not only effectively wrote the government out of their Will, but also generated substantial charitable gifts for some of their favourite charities, ensuring the long-term sustainability. This brought new meaning to their money.
Through our partnership with ADVISORS with Purpose, we are pleased to offer you a confidential review of your Will and estate.
Please join us for the next Will and Estate Planning phone seminar, designed to help you understand the critical issues of providing for your family, reducing taxes and supporting ministries of your choice.
- Date: November 19, 2015
- Time: 2pm Pacific Time (3pm MDT, 5pm EDT)
- Duration: 45 minutes
From the comfort and privacy of your own home, you can join this phone seminar. ADVISORS with Purpose (a GoodSeed ministry partner) will address this key topic of estate and will planning.
To register for this phone seminar, please contact ADVISORS with Purpose, at [email protected] or 1-866-336-3315. Please provide your name, email address and telephone number when you register. We trust that this phone seminar will be a blessing to you and your family.