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...
by Betty-Anne Howard | Apr 4, 2019 | Philanthropy and Inheritance Planning
Taking the mystery out of financial planning for life, not the Magic. When it comes to financial planning, there are four things we can do with our money. In its simplest form, money is something we can can Owe (debt and taxes), Grow (savings and investments), Live...
by Betty-Anne Howard | Mar 19, 2019 | Philanthropy and Inheritance Planning
Even with a Will, without proper planning, your beneficiaries may not end up with the amount you were expecting them to get. Is that what you want? When most people think of estate planning, they think about having a Will. A Will is a great start, as it usually lays...
by Betty-Anne Howard | Feb 13, 2019 | Philanthropy and Inheritance Planning
As a business owner, I’ve had the opportunity to get involved in the world of sponsorship.I often get requests to sponsor clients who are, for example, doing a weeks-long trek across some challenging terrain, to raise money for women’s shelters. I even gathered...
by Betty-Anne Howard | Aug 17, 2018 | Philanthropy and Inheritance Planning
Who are they: John Sutton and Colleen Earle have long been driven to make a positive difference in the lives of others. Although that isn’t how they’d describe themselves. Instead they’d modestly say, “it’s important to ‘pay it forward’, we feel so fortunate and...
by Betty-Anne Howard | Jan 5, 2018 | Philanthropy and Inheritance Planning
This picture may not look like it reflects our current weather and season, which is true. It does however mirror many thoughts and feelings including; living our dreams, peace of mind, new beginnings, taking risks (as in jumping off the diving board or dock) and...
