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Legacy Planning: Make the Most of Gifts to Charities and Loved Ones

Thursday, October 20, 2011

Written by Dave Lee
October 13, 2011

Tax-wise giving; Legal considerations in giving; Maximizing the impact of your gift; Making sure your wishes are carried out; Should I give while alive? Or through my Will?; Balancing generosity and lifestyle.

Speakers

  • Dave Lee, Wealth Advisor, ScotiaMcLeod
  • Kevin R. Westwood, Lawyer, Kevin R. Westwood Law Corporation
  • Stephanie Beck, Director of Major and Planned Gifts, Peace Arch Hospital and Community Health Foundation

Event Details

  • Location: Scotia Wealth Management Boardroom, 1676 Martin Drive, Suite 100, White Rock, British Columbia, V4A 6E7, Canada
  • Get Directions
  • Please be sure to RSVP as seating is limited