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It may be a fair assessment of sentiment today: opinions seem especially divided. Challenges like a rising cost of living, higher debt levels and global tensions weigh heavily on many minds. In our modern era of connectivity, the constant stream of negative news makes it easy to focus on the difficulties. Yet, we’re also living in a time of remarkable advancement compared to any other period in history, with longer life expectancies, significantly reduced poverty levels, substantial wealth and one of the highest standards of living.
“Up North: On Top — Life in Canada, Home of the World’s Most Affluent Middle Class.” — New York Times, April 30, 2014
This was the headline just a decade ago. The American middle class, “long the most affluent in the world...lost that distinction.”. The new leader? Canada — then seen as a model for the rest of the world.
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
