Estate Planning

A gift in kind to your favourite charity is always good for a tax receipt, but arriving at the gift’s fair market value can be difficult.

What’s in a name? As it turns out, a lot

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It seems easy and straightforward. You make out your Will, you divide your assets between family, charitable causes and other beneficiaries and all is said and done — your wishes now in writing and detailed for those who survive you.

Your guide to understanding Wills

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

Keeping faith with The Shepherds’ Trust

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Msgr. Sam Bianco still remembers the week five decades ago when he couldn’t get rid of the chills. As a seminarian at St. Basil’s Seminary in the Toronto School of Theology, he took a course called the inner-city plunge, which challenged participants to live the life of a street person for a week.

Making the list ... checking it twice

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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.