Page 20 - GEORGES TREE SDA EBOOK

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“What a great story!” said Ann emotionally. “What George did was really extraordinary.”
“And you, Charles, did you do the same?” asked James.
“No, not really, or at least, not yet. With our youngest still in university and the new grandchild keeping us busy, there are a thousand things to deal with. I probably should call my lawyer*. For me, it is probably donations through my will that would be most advantageous.”
“That would be most advantageous for US!” exclaimed Lisa. “In fact, the gifts we are considering will be made at the death of the last survivor between Charles and me. After analyzing our situation, the gift planning specialist advised us to opt for this strategy. As you can imagine, we’ve never looked at things from that angle before. And it’s not because we haven’t been well advised; the gift planning director where we are planning to donate a part of our gift even wrote up a clause to be added to our wills to clearly express our wishes.
* Notary in Quebec
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