Anthea Law Stevenson, Vogel & Company LLP
For the past three years, I have enjoyed presenting at the annual Leave a Legacy event on estate planning, wills, probate, and executor’s duties. These presentations have allowed me to share legal information with members of the public, and meet very interesting people.
After my presentation last year, one of the attendees, Bert Furlong, asked interesting and thought-provoking questions, which formed the basis of a memorable and lively Q & A session with the audience. I was contacted a few months later by Bert and his wife Bev to assist them with Bev’s late father’s estate, and I have had the pleasure ever since then of getting to know them.
Bert and Bev have attended the last two Leave a Legacy events and enjoy learning about wills and estate planning. They are very thoughtful and feel good about doing things for others. When Bev’s parents both passed away, her family wanted to do something to celebrate their memory. Her parents had a cottage where many happy moments were spent. Bev’s family decided to donate a bench located in front of the cottage, to the memory of her parents, “so mom could continue to enjoy her walks and the cottage.”
They often consider how they can benefit others, and in their charitable giving they donate to organizations that have a special meaning to them or that they have an interest in. Bev often gives what she calls a “gift” to members of her church – she will pick up the lunch tab!
Bert and Bev are now considering updating their wills. In Bert’s words, “Bev and I want to leave something behind to benefit others when we are gone. We want to celebrate life, not death – we want to leave a legacy.”
This year’s free Leave a Legacy event will be on April 24, 2010 at Mount Royal University from 9:00 am – 12:00 pm. Barb Higgins of CTV News will be hosting the event, and the presenters will include myself, a trust professional, and an accountant . The event is recommended for anyone who is thinking about doing their will, wanting to learn about the tax consequences on death, or wondering how they, too can benefit others when they are gone.