Estate Planning

Situations change, so it is important to regularly review your estate plan and keep it up to date. Here are some things to consider and questions to answer to ensure that you keep the future of yourself and your family on track

Portrait of a giver … in life and death

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There are as many reasons for giving as there are givers. But one commonality is that givers want to help — they want to make a difference. In giving to the Church, it is a way to further the Kingdom of God here on Earth.

Giving back, looking forward

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For Gail and Bruce Young a rewarding life isn’t something they can keep to themselves.

Six steps to building your estate plan

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When most people think about estate planning, they usually think about their Will. But a valid Will is just one part of an overall estate plan — especially if an estate is particularly large or complex. 

How to ensure your Will speaks for you

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Have you ever wondered what would it be like to “speak” from the grave and tell your loved ones how you would like things handled after you die? 

Graduated Rate Estates: What you need to know

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In 2016 the Canada Revenue Agency significantly changed the taxation of trusts by introducing a new category known as a General Rate Estate, or GRE.

Endowments: The gifts that keep giving

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A lot of people think that creating an endowment fund is something only rich people can afford. 

Life insurance can leave a lasting legacy

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Have you ever wished you could do more to support the meaningful work of your church or favourite charity?

Digital footprints can haunt your estate

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Eric Bundgard has some sage advice for everyone: you know death is a reality we will all face, so be prepared for when it occurs.

Cardinal Ambrozic's painting reveals art of the deal

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Former Toronto cardinal, Aloysius Ambrozic, wasn’t a big collector of art. 

Shepherd's Trust has been ‘a godsend’ in helping with a safe retirement for priests in golden years

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Fr. Don MacLean’s kidneys are failing and he needs dialysis on a regular basis in order to remain in good health. But with the help of The Shepherds’ Trust fund, he has found himself in the right place at the right time.