GUELPH – Hospice Wellington is sharing free resources to the community with Lynn Whetham, a financial writer, educator, and speaker.
Income tax reduction and estate tax elimination
– in-person Nov. 17 at 10C on Carden Street in Guelph from 1:45 to 3pm; and
– virtually on Nov. 23 at the same address from 10:15 to 11:30am.
Attendees will learn how:
– to minimize or even eliminate taxes on an estate;
– to change estate plans during COVID-19;
– to avoid double taxation on “red” retirement accounts;
– to bypass paying upfront capital gains taxes when selling investments;
– to convert assets into income and leave a lasting legacy; and
– how government can help to save taxes and leave more to charity.
Advance Care Planning
– virtually on Nov. 30 from 10:15 to 11:30am.
To be held over Zoom, the session will share the importance of choosing a power of attorney for personal care at any age, and will have a gentle and light approach to talking about quality of life.
To sign up for any of these sessions call Anne MacKay at 519-836-3921 (ext. 251), or email: anne.mackay@hospicewellington.org.