{"product_id":"preserving-wealth-the-next-generation-9780228810940","title":"Preserving Wealth: The Next Generation","description":"\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\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAuthor:\u003c\/b\u003e \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=AUTH-13944083\"\u003eMba Cfp(r) Lumsden\u003c\/a\u003e\u003cbr\u003e\u003cb\u003ePublisher:\u003c\/b\u003e Tellwell Talent\u003cbr\u003e\u003cb\u003ePublished:\u003c\/b\u003e 09\/21\/2020\u003cbr\u003e\u003cb\u003ePages:\u003c\/b\u003e 168\u003cbr\u003e\u003cb\u003eBinding Type:\u003c\/b\u003e Paperback\u003cbr\u003e\u003cb\u003eWeight:\u003c\/b\u003e 0.56lbs\u003cbr\u003e\u003cb\u003eSize:\u003c\/b\u003e 9.00h x 6.00w x 0.39d\u003cbr\u003e\u003cb\u003eISBN13:\u003c\/b\u003e 9780228810940\u003cbr\u003e\u003cb\u003eISBN10:\u003c\/b\u003e 0228810949\u003cbr\u003e\u003cb\u003eBISAC Categories:\u003c\/b\u003e\u003cbr\u003e- \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=CAT-EDU\"\u003eEducation\u003c\/a\u003e | \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=BISAC-EDU013000\"\u003eFinance\u003c\/a\u003e\u003cbr\u003e- \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=CAT-BUS\"\u003eBusiness \u0026amp; Economics\u003c\/a\u003e | \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=BISAC-BUS050000\"\u003ePersonal Finance | General\u003c\/a\u003e\u003cbr\u003e- \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=CAT-BUS\"\u003eBusiness \u0026amp; Economics\u003c\/a\u003e | \u003ca href=\"https:\/\/sureshotbooks-com.myshopify.com\/search?type=product%2Carticle%2Cpage\u0026amp;q=BISAC-BUS036000\"\u003eInvestments \u0026amp; Securities | General\u003c\/a\u003e\u003cbr\u003e\u003cp\u003e\u003ci\u003eThis title is not returnable\u003c\/i\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"Tellwell Talent","offers":[{"title":"Default Title","offer_id":44700827025645,"sku":"9780228810940","price":13.32,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0550\/8097\/6621\/products\/img_7b12a246-5939-488a-83ab-3f75750a8207.jpg?v=1703863123","url":"https:\/\/sureshotbooks.com\/es\/products\/preserving-wealth-the-next-generation-9780228810940","provider":"SureShot Books Publishing LLC","version":"1.0","type":"link"}