Estate Planning: What If You Could Give More… While Paying Less?
When we think about estate planning, we often picture a will or splitting assets fairly among heirs. And that’s a great start. But beyond those essentials, there are strategies that can truly make a difference, for your loved ones and for the causes you care about.
Planned Giving: Multiply Your Impact
A recent article published in Les Affaires highlights a powerful but underused lever: planned giving. This strategy not only supports meaningful organizations, but can also significantly reduce the tax burden upon death.
The result? Your heirs receive more. The taxman receives less. And your impact continues to shine through your legacy.
You Don’t Need to Be a Millionaire to Plan with Heart
Contrary to popular belief, philanthropy isn’t reserved for the ultra-wealthy. Even a modest gift — integrated into a thoughtful strategy like a bequest, life insurance, or donation of listed securities — can make a big difference.
Each year at Investamp, we guide families who want their financial planning to reflect their values. And time and again, we hear the same phrase:
“If I had known it was this simple and beneficial, I would have done it long ago.”
Estate Planning Is About More Than Just Numbers
Planning means preparing. It lightens the burden your loved ones may have to carry.
But it also means planting seeds — in their lives and in the community.
At Investamp, we believe estate planning is more than a legal process. It’s an act of responsibility, generosity, and above all, transmission. Passing down wealth, yes — but also values.
So, What Legacy Do You Want to Leave Behind?
If the idea of doing more with what you already have resonates with you, our team is here to listen and guide you.
Let’s talk about your goals, your loved ones, your convictions.
Because a good plan is more than just a number at the bottom of a statement, it’s the legacy you leave behind.
Book a meeting with us. Because it’s never too early to plan… and never too late to do it right.