Videos on Estate Planning and Planned Giving
In 2018, the Archdiocese of Saint Boniface formed a committee of experts in estate planning, accounting, and financial planning to discuss questions of estate planning and planned giving, with the intention of preparing useful resources for the Archdiocese, its parishes, and Catholics in general. Among other documents, the committee comprised of Mr. Marc Marion, Mr. Jean-Paul Gobeil, Ms. Suzanne Munroe, Mr. Ronald Delaquis, Ms. Roxana Mazur, Mr. Richard Fréchette and Ms. Gisèle Barnabé, put together a presentation that was offered as a pilot project in five parishes in the Fall of 2019. Other parishes were hoping to host the presentation in 2020, but the project has been halted due to the COVID-19 pandemic. We had to find another way! The result is a series of five videos.
A Word from Archbishop LeGatt and the Testimony of Mr. Julien Fradette
Archbishop LeGatt speaks to us about the stewardship of the resources available to us, of his decision to make a planned gift to the Archdiocese of Saint Boniface, and invites us to consider a similar gift. Mr. Fradette, past Director of Pastoral Services for the Archdiocese, explains that his bequest is in support of formation.
Lawyer Solange Buissé specializes in estate planning and estate administration. She is featured in videos pertaining to three important legal documents when it comes to succession planning: powers of attorney, health care directives, and wills.
Powers of Attorney
Health Care Directives
Christine Beaumont, Certified Financial Advisor with the designation of Master Financial Advisor in Philanthropy, speaks to us about integrating our philanthropic goals into our financial and estate planning, as well as maximizing our impact on charities that are important to us while minimizing the taxes we pay.
We extend a sincere thanks to Ms. Buissé and Ms. Beaumont who have generously given of their time to produce these videos!
Please note that the information shared in these videos is general in nature and that we strongly encourage you to seek independent professional advice in accordance with your personal situation.