Finance Chantal Clarke Finance Chantal Clarke

Planning - How to Decide What to Leave

When it comes to writing a will, one of the most personal, thoughtful choices is deciding what to leave to the people who matter most to you. Thinking about the legacies you’ll pass on to loved ones may feel both joyful and a little challenging. After all, you're looking at your possessions, heirlooms, and financial assets, deciding who would best cherish and respect what you leave behind. The process can stir up questions like, “Who will value this the most?” or even, “Does this person deserve this gift?”

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Finance, Lifestyle Chantal Clarke Finance, Lifestyle Chantal Clarke

Planning - Giving with Heart and Purpose

If you’re thinking about leaving a part of your estate to a cause you care about, you’re not alone. Many people find joy in the idea of making a lasting impact by supporting charities or community groups in their will. Whether it’s a street dog rescue, a local church, an art scholarship, or another organization close to your heart, these gifts can help ensure your values live on. Here’s a friendly guide to making thoughtful decisions when bequeathing part of your estate to a charitable organization.

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