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
Honouring the Past, planning for the Future: A webinar for those who have lost a Spouse
Losing a spouse is an incredibly difficult experience, and navigating the challenges of estate planning during this difficult time can be overwhelming. That’s why our partner at Advisors with Purpose will be leading a compassionate and informative webinar designed to support those who have lost a spouse in managing their estate planning needs. Their advisors will cover essential topics such as updating wills, revising beneficiary designations, and understanding tax implications.
Hosted by Mary-Lynn Huizinga
Join us for a webinar hosted by our partners at Advisors with Purpose in which president of AWP, Lorne Jackson, will share about his personal journey, story of life, faith, grace, and learning generosity. He will explore how faith and finances are connected, highlighting the importance of prayer, careful thought, and wise decisions when setting and pursuing your financial goals.
Hosted by Lorne Jackson