{"product_id":"preserving-wealth-the-next-generation-paperback","title":"Preserving Wealth: The Next Generation - Paperback","description":"\u003cp\u003eby \u003cb\u003eMba Cfp(r) Lumsden\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\"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\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\"70 % of Wealth Transfers fail.\"\u003c\/p\u003e\u003cp\u003e- The Future of Estate Planning. Trusts and Estates June 2010\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e\"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.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003eExperts 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.\u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e 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: \u003c\/p\u003e\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e\u003cp\u003e-Investment strategies to provide for growth and protection of capital, \u003c\/p\u003e\u003cp\u003e-How to develop an effective estate transfer plan to reduce estate costs and taxes, \u003c\/p\u003e\u003cp\u003e-Strategies to preserve wealth and safeguard an inheritance or gift for the next generation, \u003c\/p\u003e\u003cp\u003e-How to select an executor, and what to do if you are an executor, \u003c\/p\u003e\u003cp\u003e-The critical discussions to have with your family, and\u003c\/p\u003e\u003cp\u003e-How to assemble a financial team.\u003c\/p\u003e\u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 168\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.39 x 9 x 6 IN\u003c\/div\u003e\u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e September 21, 2020\u003c\/div\u003e","brand":"Books by splitShops","offers":[{"title":"Default Title","offer_id":51787678875936,"sku":"9780228810940","price":14.38,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0974\/9764\/5344\/files\/d91a73b17a45b2761c6c20efef16f08f.webp?v=1780652773","url":"https:\/\/ebocreations.com\/products\/preserving-wealth-the-next-generation-paperback","provider":"The E-Book Oasis LLC","version":"1.0","type":"link"}