by Betty-Anne Howard | Nov 14, 2023 | Legacy Planning, Philanthropy and Inheritance Planning
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound significance of aligning personal values and desires with strategic planning. We’ve discussed the importance of...
by Betty-Anne Howard | Oct 16, 2023 | Legacy Planning
Estate and Legacy Planning are often misunderstood because of the number of rampant myths and misconceptions that obstruct our ability to find our way forward in achieving a tailor-made plan for us. Too often, when a cookie-cutter approach is used, given how personal...
by Betty-Anne Howard | Sep 12, 2023 | Charitable Giving, Financial Literacy, Legacy Planning, Making Your Dreams a Reality, Meaningful Conversations, Philanthropy and Inheritance Planning, Retirement Planning, Women's Empowerment
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial services.” By people like me, she was referring to my unique background in psychology and social work. She went on to say...
by Betty-Anne Howard | May 17, 2023 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning
Recently I attended the Canadian Association of Gift Planners (CAGP) conference in Vancouver, BC. This incredible event has broadened and enhanced my perspective on our lives and legacy, and since May is “Leave A Legacy” month, I thought this was the perfect...
by Betty-Anne Howard | Jun 2, 2022 | Charitable Giving, Legacy Planning, Philanthropy and Inheritance Planning, Retirement Planning
Estate Planning is a critical component of your Financial Plan. All the pieces of the puzzle need to fit together, creating a picture that makes sense and gives you clear, concise information about how each piece works together. Not only that, but we also want to...
by Betty-Anne Howard | May 2, 2022 | Legacy Planning, Retirement Planning
When we think about “retirement planning,” most of us believe that the time to look deeper and further into our retirement happens sometime in the future. After all, there’s so much more to be thinking about in the early stages of our lives, for example, buying a...
