KEEPING YOUR LEGACY ALIVE

The new way individuals, entrepreneurs, and family businesses are leaving a legacy.

A strategic approach to intergenerational wealth transfer and estate planning is critical. However, it?s typically where the conversation ends. While this is key to leaving a meaningful legacy, there?s something new to consider. Today, Canadians are starting to capture their life and business stories for future generations in easy-to-create documentaries. Please join us for this upcoming virtual presentation.

Topics covered will include:

How estate/legacy planning can optimize the transfer of your assets to the next generation.

• Proper estate planning can help you treat each family member equally, ensure a special property stays in the family, and strengthen your kids? relationship.
• Creating a smooth financial (and emotional) transition of your estate and/or business to the next generation.
• How the right combination of wealth strategies, trust services, and stewardship can help you achieve your goals, protect your wealth, and leave a legacy for future generations.

Benefits of documenting your legacy

• For individuals: Documenting your family history and bring your family tree to life.
• For entrepreneurs: Documenting the evolution of how a business was built, creating an emotional connection with stakeholders, and reinforcing company values.
• For family businesses: Documenting the evolution of a multi-generational family business (milestones, successes, and challenges) and honouring the founder and those who built it over time.