by Betty-Anne Howard | Jul 25, 2019 | Philanthropy and Inheritance Planning
Settling the estate of a family member after their death is a difficult, yet important task. For those who are already grieving the loss of a loved one, the process can be especially hard. All too often, I hear of Canadians dying before they’ve had these conversations...
by Peggy Killeen | Jul 11, 2019 | Philanthropy and Inheritance Planning
When it comes to talking about philanthropy, it takes two to tango.What do I mean by that?Consider this…What kind of conversations are you having with your financial advisor about your core beliefs, your values, the reasons you like to give—or do you have these...
by Betty-Anne Howard | Jun 27, 2019 | Philanthropy and Inheritance Planning
Talking about money matters can be uncomfortable, even for the closest of families. Conversations around where your inheritance will go can be especially tricky. All too often Canadians are dying with a lot left unsaid when it comes to their money; their current will...
by Betty-Anne Howard | May 23, 2019 | Philanthropy and Inheritance Planning
Many people find it hard to talk about their finances. In fact, a survey by Wells Fargo found that 44 percent of people see personal finance as the most challenging topic to discuss with others, more than subjects like death, politics and religion. May is officially...
by Betty-Anne Howard | May 13, 2019 | Philanthropy and Inheritance Planning
Written by: Betty-Anne Howard and Michael Caldwell “What does that even mean”? you might ask. Isn’t this something that the rich are supposed to think about, given I’m not rich, that doesn’t include me, does it? Lyndsay Green in her recent book titled The Well Lived...
by Betty-Anne Howard | May 9, 2019 | Philanthropy and Inheritance Planning
Sometimes in life it is possible to have your cake and eat it, including when it comes to estate planning and charitable giving.But, I’m getting ahead of myself…let me start by telling you a story about my Mom.We adored our Mother. She was the one we went to for...
