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top Estate Planning Tips
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Appendix A: Uncle Wayne’s Top Estate Planning Tips

For your FREE E-reader Copy of Preserving Wealth, CLICK HERE   For more information, refer to Preserving Wealth: The Next Generation – The definitive guide …

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Chapter Nine of Preserving Wealth by Jack Lumsden
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Chapter 9: Probate, Trusts, and Estate Tax Minimizing Strategies

For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt …

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When estate planning it is important to have a conversation
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The Estate Documents Conversation

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Living through the COVID-19 Pandemic has made more people review their …

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Simplifying Timing of CPP for Retirees
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Simplifying the Timing of Canada Pension Plan (CPP) for Retirees

One question that arises often among retirees is, “When should we start taking CPP (Canada Pension Plan)?” Is it better to begin receiving benefits as …

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Chapter Eight: Who Actually owns the Inheritance?
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Chapter Eight: Who Actually Owns The Inheritance?

For your FREE Copy of Preserving Wealth, CLICK HERE The rest of the week was a real scorcher. The temperature was still in the mid-thirties, …

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Saving for Retirement and Creating a Cash Flow
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What is the difference between Saving for Retirement and Creating a Cash-flow for Retirement?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes the difference between saving …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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