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- A Charitable Tax Credit Primer
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This article explains how the charitable tax credit can cut the "cost" of a gift by 50% or more by reducing federal and provincial taxes and surtaxes.
Stock #D1 PG 1090 words - $250
- Appointing a Guardian in your Will
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This article conveys the importance of providing for a guardian when there are children in the family and highlights the considerations involved in selecting an appropriate guardian.
Stock #B7 EP 734 words - $150
- Converting a Bequest to Income
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This article explores the benefits of converting a future gift by will (bequest) into a current life income plan, providing attractive benefits to interested donors and often, a major gift to your organization.
Stock #WA5 GP 414 words - $100
- Endowing Your Annual Gift
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The regular gifts received from your donors help your organization sustain important services.
This article helps donors better appreciate the value of endowing their annual gifts to ensure that their support continues indefinitely into the future.
Stock #WA1 PG 335 words - $75
- Epitaphs
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This article provides a short history of epitaphs that today, like tombstones, are in less common use. Modern epitaph options for remembering loves ones in meaningful ways are introduced, including ethical wills and named endowed funds.
Stock #WA6 PG 465 words - $100
- Executor's Compensation in Estates
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This article outlines how to estimate and provide for the cost of administering an estate.
Stock #B8 EP 520 words - $100
- Giving Appreciated Securities
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This article explains and illustrates the benefits of gifting listed securities, taking advantage of the 'double tax savings' features of this specific asset class.
Stock #D11 PG 668 words - $175
- Helping Children and Others Now
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For various reasons, lending money to children or a charity may sometimes be preferable to giving it outright. This article explores the options of making loans to children and other most effectively.
Stock #A6 PG/EP 710 words - $150
- Invest the Time: Plan Your Estate
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An estate plan is more than a Will. Probate fees, proper beneficiary designations, trusts and Powers of Attorney are all important considerations. This article explores the benefits of taking the time to plan your estate.
Stock #A5 PG/EP 724 words - $150
- Life Income Gifts
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More possible than you thought! This article introduces and illustrates various life-income gifts: the charitable gift annuity, charitable remainder trust and a gift of residual interest. Emphasis is placed on the features and benefits of each gift plan.
Stock #C1 PG 1345 words - $250
- Living Trusts
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This article discusses the uses and tax benefits of inter vivos trusts (made during lifetime) to manage assets, provide for loved ones, reduce or avoid probate taxes and fund charitable gifts.
Stock #H8 PG/EP 826 words - $200
- Non-Cash Gifts
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This article explores the potential for maximizing tax savings through gifts funded with non-cash assets such as securities, real estate and collectibles. Capital gain exemptions, credit limits and other considerations are discussed.
Stock #D5 PG 770 words - $200
- Planning Against Elder Vulnerability
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This article conveys the importance of Powers of Attorney in protecting the frail elderly and their estates against outside manipulation.
Stock #A4 EP 521 words - $150
- Planning for Incapacity
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This article explores the benefits of Powers of Attorney, Living Wills and Advance Directives to assure that wishes are carried out in the event of mential incapacity.
Stock #A1 EP 760 words - $150
- Planning for the End of Life
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Unfortunately, many individuals don't engage in detailed planning. Their estate plan may be incomplete, out of date, or they may have made no advance funeral arrangements.
This article explores some of the reasons why spouses hesitate and offers specific guidance on how they might initiate the planning process.
Stock #A3 EP 1473 words - $250
- Retirement Funds - For Saving and Giving
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This article explores why tax-sheltered retirement funds are such an effective way to save, and how they can be used successfully in charitable giving.
Stock #P1 PG/EP 710 words - $150
- Spousal Trust Created Under a Will
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This article discusses the uses and tax benefits of testamentary spousal trusts in various situations.
Stock #H5 EP 580 words - $150
- Testamentary Insurance Trusts for Minors
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Providing for a young child through life insurance inside a trust may be preferable to using life insurance alone. This article explores the issues and proposes alternate solutions.
Stock #H9 EP 775 words - $175
- The Commemorative Gift: In Memory or Honour of Another
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This article explores various gift options to honour a loved one or perpetuate a family name through a bequest, outright gift or gift annuity.
Stock #C2 PG 754 words - $150
- The Importance of a Will
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This article offers compelling reasons why you can't afford not to have a Will.
Stock #B3 PG/EP 343 words - $75
- The Many Lives of Life Insurance
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This article introduces and illustrates the various uses of life insurance in making charitable gifts.
Stock #F2 PG 989 words - $200
- The Will behind the Will
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This article explores the personal considerations involved in making or revising a will: to whom will possessions be left, how much to each, and in what form?
Stock #B10 PG/EP 1623 words - $250
- Understanding Probate
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This article provides an introductory overview of the probate process: what its purpose is, what it includes; what is costs.
Stock #B1 EP 695 words - $150
- Understanding Your Will
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A Will is still the cornerstone of an effective estate plan. This article advises readers that techniques like joint ownership of property are not adequate substitutes.
Stock #B4 EP 684 words - $150
- Where There's a Will...
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This article discusses various ways to make a charitable gift by will (general, specific, residual, contingent or through a testamentary charitable remainder trust) that best fit the reader's situation.
Stock #B6 PG 786 words - $150
- Which Spouse Should Claim the Tax Credit?
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This article explores the benefits of maximizing the charitable tax credit by proper allocation between spouses.
Stock #D4 PG 714 words - $150
- You've Written a Will...Now What?
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This article shares sage advice with readers on organizing personal records to make clear their intentions and facilitate the administration of their estates.
Stock #B9 PG/EP 1865 words - $250