Estate Planning

If you have an item of sentimental value, make sure you provide clear instructions on how it is to be distributed.

Things often forgotten in an estate plan

By RHONDRA SOGREN, Catholic Register Special

People often overlook items of sentimental value during estate planning, and this oversight can lead to disagreements and relationship-ending issues.

Minimize your tax burden with a sound plan

By ANTHONY CUSIMANO AND THOMAS BANG, Catholic Register Special

It is important to be ready for the two certainties in life: death and taxes. A good estate plan will help maximize benefits and reduce taxes in the event of death and/or potential incapacity.

A faithful shepherd never stops caring

By Vanessa Santilli- Raimondo, Catholic Register Special

Retirement is typically defined by its slower pace of life. But this isn’t the case for Fr. Vitaliano Papais. In fact, he is striving to lead an active retirement as he continues to serve our community of faith.

Make sure that what you leave for loved ones when you pass away doesn’t leave them with a huge tax burden.

Avoid creating tax burden in estate plan

By PETER OKONSKI, Catholic Register Special

When you start considering who should inherit various parts of your estate and other assets, think about the most tax-effective solutions that avoid creating tax burden for your beneficiaries.

The government is fixing laws that would have penalized the passing on of a family business like a farm to the children of the business owner.

Tax relief for transfer of family businesses

By Anthony Cusimano and thomas Bang, Catholic Register Special

Given the large number of aging baby boomers, the next 10 years will see a dramatic increase in intergenerational transfer of wealth. Many business owners have worked their entire lives and have a significant portion of their net worth tied up in these businesses.

Fr. Alphonsus Bernard has officially retired but continues to minister at Toronto’s Blessed Trinity Parish.

For 25 years, Shepherds’ Trust a ‘blessing’

By Wendy-Ann Clarke, The Catholic Register

It was hard for even Fr. Alphonsus Bernard’s close associates to believe he had reached the age of retirement.

Hart and Marilyn Bezner, circa 2009, as pastoral directors of Teslin Mission in Yukon.

Couple ‘blessed’ by work with missions

By Quinton Amundson, The Catholic Register

It all began with a Sunday sermon by their soon-to-be good friend Fr. Jim Bleakney.

Your parish means so much to you, from the friendships you’ve made with your priests and other parishioners to the faith enrichment you’ve received. Will you remember your parish in your Will?

Your stewardship journey continues with your Will

By Fr. Yaw Acheampong

When your earthly pilgrimage comes to an end, how would you like to be remembered in your community of faith?

Pandemic takes toll on charitable giving

By Michael Swan, The Catholic Register

Fewer donors, less money, more demands. Charities of all kinds are caught in a pandemic-powered vice that can only be cured with more giving.

Legacy Circle thanks donors in advance for gift

By Michael Swan, The Catholic Register

The Legacy Circle is not an exclusive club, or at least it shouldn’t be. All ShareLife executive director Arthur Peters had to do to get in was write his parish and ShareLife into his Will, then inform the archdiocese.