Is a Legacy Plan only for People with Kids?

Is a Legacy Plan only for People with Kids?

I have been thinking a lot about this question recently. It reared its head again a few nights ago at a CAGP Calgary Leave a Legacy event where a friend, advisor to some of our clients, and fellow Rotarian, Penny Leckie a Chartered Accountant, presented her legacy...
Seasons of Giving – The Philanthropy Planning Cycle

Seasons of Giving – The Philanthropy Planning Cycle

There are four distinct Seasons of Giving. What??? Four – I thought there was just one – Christmas! This article explores the Four Seasons of Philanthropy and how they fit in with your financial planning calendar. The most generous distribution of funds is...