THEME
Your Legacy, Your Plan Hilary Beard
A
s a charitable gift planner, I enjoy many conversations with donors who thoughtfully consider how to support the health needs of our province’s future children and provide tips to guide them toward the next steps. A while back, I was talking with Bob and Philip, good friends who loved tennis. Sadly, Philip was ill and knew his time was short. He didn’t have family in Canada; as a single man with no
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children, he wondered what he should do with his home and investments. Bob was not a professional advisor but personal experience in creating his own Will, including a charity to benefit from his estate, prompted him to encourage Philip to do the same. I remember Philip was anxious about how to go about choosing a legal advisor. After his first visit, I will
How do we set our children up for success if their money management skills are not strong?
BC Notaries Association
never forget how relieved he was when his first-ever Will was completed. He passed away 6 months later. Family life can offer more than its share of surprises. • What do we do when our beloved family members feel they are entitled to more of our money than we think they should have? • What if our children do not want us to leave a legacy to charities whose work expresses our deepest values? • How do we set our children up for success if their money management skills are not strong?
Volume 29 Number 3 Fall 2020
