{"product_id":"preserving-wealth-the-next-generation-9780228810940","title":"Preserving Wealth: The Next Generation","description":"\u003cp\u003e • Author(s): Mba Cfp(r) Lumsden\u003cbr\u003e • Publisher: Tellwell Talent\u003cbr\u003e • Publisher Imprint: Tellwell Talent\u003cbr\u003e • BISAC: Finance\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","brand":"Atlantic Books","offers":[{"title":"Paperback","offer_id":46418595578007,"sku":"9780228810940","price":977.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0666\/3471\/1191\/files\/9780228810940.webp?v=1769071389","url":"https:\/\/atlanticbooks.com\/products\/preserving-wealth-the-next-generation-9780228810940","provider":"Atlantic Books","version":"1.0","type":"link"}