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Estate and legacy planning


Estate and tax planning

Estate and tax planning are absolutely essential to protect the money you have set aside for your beneficiaries. If you have not already done so, we will help you establish a Will and Power of Attorney. Your Macquarie Private Wealth Investment Advisor will review any health issues that might need to be addressed, and how long you expect to live. Family trusts and private foundations are considered, and, if you have a family business, we will discuss its sale or its role in your retirement years.


Legacy planning

As the richest generation in Canadian history becomes wealthier, we are expressing our generosity through contributions to charities and philanthropic organizations in record numbers.

Also, changes in tax regulations and innovative new giving platforms have also made charitable giving more attainable for a larger percentage of people.

Increasingly, as these people seek the ideal way to create their legacies, they struggle to determine what they want their money to accomplish and what form their gifts should take. The process of deciding on what causes and charities to support and how to support them can be a powerful life affirming experience under the guidance of an experienced advisor.

There has been another major shift in the world of charitable giving. Traditionally, people who gave to charity most often did so at the time of their death. Today, the majority of giving takes place while the donors are still alive, allowing people to enjoy the satisfaction of witnessing the results of their gifts.

Consult your Macquarie Private Wealth Investment Advisor to learn which legacy planning solutions are ideal for you.


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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of Canadian Investor Protection Fund and IIROC.