Appendix D: Executor Checklist
For your FREE Copy of Preserving Wealth CLICK HERE The duties of Executor/Executrix/Liquidator in Quebec (referred to as the Executor throughout this document) require you to take on the responsibility of administering the estate and carrying out the last wishes of the deceased. The Last Will and Testament is the legally binding record of the […]
Appendix C: Planning Your Will and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Introduction This document contains background information regarding the planning of your Will and Powers of Attorney. Its purpose is to provide you with a further understanding of the subject matter and related issues, in order to assist you in making key decisions. Your Will – An […]
Free Book Offer to Kick Off Your Finances in 2024!
As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this process, I am thrilled to extend an exclusive offer– a chance to receive one of 10 complimentary hard copies of “Preserving Wealth: The Next Generation, The Definitive Guide to Protecting, […]
Appendix B: The Four Essential Family Conversations
For your FREE Copy of Preserving Wealth, CLICK HERE The Estate Documents Conversation The estate documents conversation is a conversation you should have with your parents, children, executors, and powers of attorney to review and discuss the following key issues: With your parents: With your children: With your executor and powers of attorney […]
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 […]
