Advisors with Purpose
Advisors with Purpose (AwP), a national, Christian, non-profit organization offers the services of professional estate advisors. They will help you think through decisions regarding your estate and create a unique estate plan for your Will that reflects your life, faith, and values. If you don’t have a Will or need to update it, Advisors with Purpose (AwP) can work with you to ensure you have all the information you need to make the right decisions for you, your family, and your heirs. Every estate plan is created individually and various options for tax strategies are provided based on each personal situation.
Estate Planning Essentials
Specific Offerings:
- They can work with you to discuss questions related to your family, any special circumstances involved, or difficult family dynamics.
- They can help you consider succession planning, care of children and grandchildren, vacation properties, and investment properties.
- They can offer insights into how to protect your estate and leave a meaningful legacy.
- They can explain how a Will can serve as a crucial tool to ensure that your assets are distributed according to your wishes, minimizing the potential for family conflicts, and providing peace of mind for you and your loved ones.
Questions They Can Answer:
- Are you grappling with or anticipating conflict in your Will-planning process?
- Do you have questions about how you can protect your assets and health-care choices if you're unable to make decisions due to mental or physical challenges?
- Do you have a blended family and have questions about how this impacts your estate plans?
- Do you have children with exceptionalities and are wondering the best way to safeguard their future through a trust, how to choose the right guardians, and how to make the most of government benefits?
Upcoming AWP Webinars
Thinking about creating a will or getting your affairs in order, but not sure where to begin? You’re not alone—and you don’t have to navigate it alone either. Join us for Wills Made Simple: A Beginner’s Guide to Estate Planning, a free, one-hour webinar designed and hosted by our partners at Advisors with Purpose to help you take the first step with clarity and confidence.
Hosted by Lorne Jackson
Retirement brings a new season of freedom—and important new questions. What happens to your RRSP or TFSA when you pass? Should you give a gift to your grandchildren now or later? How do you handle your vacation property or the family home in a way that’s fair and wise? What if long-term care becomes necessary? This free webinar, hosted by Advisors with Purpose and presented by Lorne Jackson, is designed for those in retirement who want to ensure their estate plan is current, strategic, and aligned with their values.
Hosted by Lorne Jackson
Whether you're building your career, caring for your family, living independently, or navigating retirement, planning ahead is one of the most powerful steps you can take. Yet estate planning often overlooks the unique financial, family and legacy roles women play. Join us for a free, one-hour webinar hosted by Mary Lynn Huizinga and our partners at Advisors with Purpose and created specifically for women who want to take control of their legacy with clarity and confidence.
Hosted by Mary Lynn Huizinga