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The 38 Blog Posts from 2021
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote
![Estate Buckets](https://jacklumsden.com/wp-content/uploads/2022/01/beneficiaries_estate_buckets.jpg)
The Three Estate Buckets
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
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What do I do if I don’t want to be an executor?
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
![retirement income planning](https://jacklumsden.com/wp-content/uploads/2022/01/retirement-income-planning.jpg)
Risks to Retirement Income Planning
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
![family and home](https://jacklumsden.com/wp-content/uploads/2022/01/adding-an-adult-child-joint_ownership.jpg)
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership
![Road Map](https://jacklumsden.com/wp-content/uploads/2021/12/Retirement-Road-Map.jpg)
What is the first step to creating your Financial Road Map for Retirement?
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are
What is Your Bear Market Plan in Retirement?
Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning
Essential Insights from the Double O’s: Chapter Two
Retirement Tax Layering: Partial RRIF/RRSP Conversion
What are 7 Key Lessons for Inheritance and Financial Planning?
What Should We Do with the Change in Capital Gains Tax?
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
![Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.](https://jacklumsden.com/wp-content/uploads/2021/09/jackbook.png)