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 to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP®. Buy Preserving Wealth CLICK HERE For your FREE Copy of Preserving Wealth, CLICK HERE Sign up for our Newsletter […]
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 Jen into buying the good stuff. She always gets coffee on sale, and it’s so weak that I end up needing a whole pot just to get my heart started […]
Chapter Seven: So, You’re an Executor – What are Your Duties and Liabilities?
For your FREE Copy of Preserving Wealth, CLICK HERE The first three days of our vacation were perfect. The temperature was near thirty degrees, with just enough of a breeze for windsurfing. The kids were behaving, and all seemed right with the world. Sally was at the cottage this week, too but was staying up […]
Protecting Your Family – Insurance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule is the amount of life insurance you need is linked to the amount of capital it would take to: What you have to remember is that you’re not really insuring […]
Chapter 6: Estate Planning – Wills and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally was playing with Connor and Paige out on the screened-in porch. We were all waiting for David’s family to arrive, and Sandra was a bit nervous because it was already […]
What is a Certified Financial Planner?
Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how to manage your finances best, a Certified Financial Planner (CFP®) may be the answer. The CFP® marks after a planner’s name indicate they have achieved and maintain internationally recognized standards […]
Chapter 5: Protecting Your Family
For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and the sun was just beginning to burn off the morning haze. We decided to slip down to the water for a quick swim before the kids woke up. When we […]
Why Do You Need A Will?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has resulted in long term changes in the way people think about and look at their estate and income planning. It led individuals to consider the plans more thoughtfully they have […]
Strategies when Receiving an Inheritance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Having a reputable Financial Advisor is a good start. For the short term, one should be looking both at the safety of the money and at the interest rates they can earn. “If you deposit the money at your bank or […]
Chapter 3: Protecting and Preserving your Wealth
“Well, David, I have to say one thing—you sure have become a good cook. This has been one of the best breakfasts we’ve had all summer.” David’s face was rife with suspicion as he glanced over at Alice. “It’s only our second Saturday breakfast, dear, and I think I know why you’re buttering me up. […]
