DCAF is hosting another free Estate Planning Webinar later in 2021. Contact Dennis Ullman, Executive Director for more details and to pre-register.
Tax-smart giving and Estate Planning can include Gifts of Securities, or arrange for a personal legacy for DCAF by gifting stock, an insurance policy or annuity. Consider naming Durham Children’s Aid Foundation as a beneficiary in your Will or Trust (i.e. Bequest).
Planning ahead can assist you by increasing the level of tax protection within your financial or estate planning.
Please contact Dennis Ullman, Executive Director at 905.433.1551, Ext 2379 to further discuss a Tax Smart savings strategy that is most beneficial for you.