Think legacy planning is only for the wealthy? Think again.
Legacy planning isn't about building hospital wings or naming stadiums after yourself. It's about having your ducks lined up, organizing things, and making life easier for the people you care about when you're gone.
Canadian legacy planning can be as simple as having a current will, naming beneficiaries properly, and leaving clear instructions for your loved ones. Just these basic steps can save your family stress and confusion during an already difficult time.
Whether it's funding park benches where your kids grew up or setting up a small scholarship fund, meaningful legacies don't require massive estates—just planning and intention.
Ready to create a legacy that reflects your heart and values? Listen to the full episode to discover the three simple "buckets" that make legacy planning actually doable, plus real examples and tax benefits you need to know now.
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