Preserving Wealth: The Next Generation

September 21, 2020|
Preserving Wealth: The Next Generation by Mba Cfp(r) Lumsden
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"Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets." - Advisors Edge January 30, 2018

"70 % of Wealth Transfers fail."

- The Future of Estate Planning. Trusts and Estates June 2010

"65% of Canadians say it's likely they will leave an inheritance to their heirs or estate but only 46% of Canadians have a will." - Sun Life Canadian UnretirementTM Index, 2015.

Experts estimate that $1 trillion of inheritances will pass from one generation to the next within a decade in Canada. In addition, many individuals are selling their businesses, resulting in substantial gains. Accordingly, the ability to effectively manage one's wealth and prepare and implement a proper estate plan is no longer just prudent. It's crucial.

Jack Lumsden is an experienced financial advisor who uses an easy-to-read narrative style to clarify financial planning concepts that everyone needs to know. Preserving Wealth explains:

-Investment strategies to provide for growth and protection of capital,

-How to develop an effective estate transfer plan to reduce estate costs and taxes,

-Strategies to preserve wealth and safeguard an inheritance or gift for the next generation,

-How to select an executor, and what to do if you are an executor,

-The critical discussions to have with your family, and

-How to assemble a financial team.

Title:Preserving Wealth: The Next Generation
Product dimensions:168 pages, 9 X 6 X 0.39 in
Shipping dimensions:168 pages, 9 X 6 X 0.39 in
Published:September 21, 2020
Publisher:Tellwell Talent
Appropriate for ages:All ages
ISBN - 13:9780228810940

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