Quiet Legacy Planning Group Ltd

In our experience, estate planning isn’t just about completing documents, it’s about creating a system that works when people are overwhelmed, grieving and trying to make decisions quickly. A good plan incorporates as little friction as possible, with each player informed and empowered to get the job done right.

Gone with the wind : Quiet Legacy stories that Empower

In Canada, a charity is forbidden from flowing donations to directly supporting individuals for any reason. In Canada, there is no way to donate and get a tax receipt if your donation is going to the benefit of an individual. Charities can provide support to communities of individuals. An easy example to demonstrate this is food banks providing groceries for low-income families.

Donations without consent : Quiet Legacy I think we can all agree that this past January was a particularly eventful month in terms of the news cycle. I debated just what to reference in this newsletter, but frankly, most of what we might tie in has been either too worrying or too depressing, and I’m sure that most of you wouldn’t […...

In our practice, we often talk about the importance of incorporating your personal value system into your financial planning. For Bridget and I a huge part of that revolves around our love of nature. A large majority of my own investments are in Socially Responsible Investments (SRI) that have a mandate to look not only at returns in financial terms, but also at the environmental, social and governance factors of their underlying investments.

What is it That You Value? : Quiet Legacy I’m excited to see the progression of responsible investing in Canada. Responsible investing practices take more than investment returns into account when selecting investment choice. More and more firms across Canada are signing onto the United Nations Sustainable Development Goals, which is a gr...

Once a month we post an impactful stories about people, places and events that empower us with knowledge on financial & estate planning. To join our newsletter click the link and watch your inbox the first week of every month.

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How one person changed the world for the better : Quiet Legacy stories that inspire

"Appropriate planning, strong will drafting and early legal advice following the death of a loved one can help mitigate the risk that an incapable executor poses to an estate, and possibly avoid having to seek a remedy from the Court"

Planning for the Long Game: What Happens When Your Executor Becomes Incapable? - All About Estates This blog has been written by Karen La Caprara, Counsel, at Fasken LLP When contemplating estate planning, it can be easy to focus on a single moment: death. But estate administration does not occur in a moment. It often unfolds over many months, or years, particularly where there is a continuing tr...

Anyone living in Ontario over the past week has been given a stark reminder that emergency planning shouldn't be treated as an "I'll get to it later" task. We often talk about proactive estate planning, but this month we're sharing emergency planning resources. Check out Get Prepared, a resource hub from the Government of Canada that empowers families to create practical strategies for safety.

Get prepared - Canada.ca Information on how to prepare for various emergencies, including tips and resources.

We’re building a template and we’d love your feedback!

My Personal Information is a downloadable PDF document that allows you to summarize all the critical information needed for an Executor or Power of Attorney to support you and your estate in the case of an emergency. Check it out on our Resources Page.

Resources : Quiet Legacy RESOURCES Charitable Donations of Life Insurance - CAGP Guidelines Following concerns expressed in recent years by some insurance industry regulators regarding the use of life insurance as a charitable giving vehicle, it was recommended that interested parties establish best practices to ensure appr...

In our experience, estate planning isn’t just about completing documents, it’s about creating a system that works when people are overwhelmed, grieving and trying to make decisions quickly. A good plan incorporates as little friction as possible, with each player informed and empowered to get the job done right.

https://www.quietlegacy.com/gone-with-the-wind/

Gone with the wind : Quiet Legacy stories that Empower

One minute I was having a normal day at the office, without a worry. A few hours later, my phone is blaring emergency alert messages on repeat, the sky is looking angry and I’m rushing around the house gathering emergency supplies and accessing which corner of the basement might be safest...

Gone with the wind : Quiet Legacy stories that Empower

This article is a great reminder of why organized record keeping and careful selection of your estate's executor/trustee is soooooooooooo important.

https://allaboutestates.ca/choosing-the-right-estate-trustee-when-poor-administration-comes-at-a-cost/

Choosing the Right Estate Trustee: When Poor Administration Comes at a Cost - All About Estates This blog post was written by Mohena Singh, Associate at Fasken LLP. A recent Ontario Superior Court decision, Flowers v. Flowers, 2026 ONSC 3524, serves as a reminder that one of the most important decisions in any estate plan is the selection of an estate trustee. While many testators instinctivel...