SUMMER 2017

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FEATURE ARTICLE: MAKE YOUR MARK

Written by Dave Lee, and first published in The Vancouver Sun on April 26, 2017

Is it better to give to charity now, or wait and give through your will?

Itís a question Iím often asked at estate planning seminars. In private meetings with clients, a similar question arises: How much can we give to kids or charity without putting our own financial security at risk? A lot of factors, such as age, goals, income needs and taxes need to be considered to help clients determine their "safe" level of giving.

Perhaps more interesting though, is that these questions reveal a common focus on gifting from extra income that accumulates into a "surplus" of savings.

But what if I told you a surplus of savings isnít required?

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SPRING 2017

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FEATURE ARTICLE: DOES IT MAKE SENSE TO DEFER PROPERTY TAXES?

If you or your ageing parents are feeling "house rich and cash poor", The British Columbia Property Tax Deferment Program may provide some relief.

This program gives home owners who are 55+ the option to defer their property taxes on their home until they die or sell the home. The interest rate on the unpaid balance is 1% per year.

This means it would only cost $50 per year to defer $5000 in property taxes. By comparison, carrying the same amount of money on a credit card would cost around $1000 per year, while a line of credit at 4% would cost $200 per year in interest.

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