Tax-smart giving and estate planning can include gifts of securities or arrange for a personal legacy for DCAF by gifting stocks, an insurance policy or annuity. Consider naming Durham Children’s Aid Foundation as a beneficiary in your will or trust (e.g. bequest).
Planning ahead can assist you by increasing the level of tax protection within your financial or estate planning for your and your family.
Please contact Leslie McLean at 905.433.1551, Ext 2409 to further discuss a Tax Smart savings strategy that is most beneficial for you.