real estate / life insurance benefits / bank / life insurance policy / insurance / life insurance / charitable gift planning software / paid-up life insurance / /
Organization
WindsorEssex Children’s Aid Foundation / Windsor-Essex Children’s Aid Society / Aid Foundation / Windsor-Essex Children’s Aid Foundation / Youth Advisory Committee / /
Person
Case History Irene / Most / / /
Position
financial advisor / advisor / estate lawyer / administrator / year carry forward / trustee / professional advisors / Manager of Public Relations & Fund Development / legal counsel / Your Financial Advisor / lawyer / /
Creating Legacies for Success A Checklist to Consider For Leaving a Legacy Imagine what a difference could be made if everyone left a charitable gift from their estate!