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Self-Counsel Press Fall 2014

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Inheritance
How to receive one; how to leave one
1st Edition
By (author): Lise Andreana By (author): Victoria Al-Samadi
Lise Andreana , Victoria Al-Samadi

Imprint:

Self-Counsel Press - Vancouver

ISBN:

9781770402157

Product Form:

Paperback

Form detail:

Trade
Paperback , Trade
English

Audience:

General Trade
Dec 01, 2014
$18.95 CAD
Active

Dimensions:

9in x 9 x 0.5 in | 15 oz

Page Count:

152 pages
Self-Counsel Press
LAW / Estates & Trusts
  • Short Description
The affluent Baby Boomers are leaving record amounts to their children. But the largest-ever transfer of wealth from generation to generation is not as simple as it seems. Clear financial planning is a wise path when leaving or receiving an inheritance, as is careful preparation so the inheritance is managed properly. Co-authors Lise Andreana and Victoria Al-Samadi advise: The time to start is now. Inheritance is the definitive guide through the journey to ensure you and your loved ones know about inheritances, the implications of them, and how they can be put to best use. If you are expecting an inheritance or expecting to provide one, this book is an essential and valuable resource that will save you time and money.

Contains:

0 - Online resource



Want to leave an inheritance? Expect to get one? The affluent Baby Boomers are leaving record amounts to their children. But leaving your loved ones an inheritance, and getting one, is not as simple as it seems. Clear financial planning is a wise path, as is careful preparation so the inheritance is managed properly. This book guides you through the journey to ensure your loved ones know about inheritances and how to put them to the best use.

Lise Andreana has been a Certified Financial Planner since 1998, author of two Self-Counsel titles, and a volunteer Ambassador to the FPSC (media contact). Lise has been interviewed and quoted by Elle, Huffington Post, Globe & Mail, National Post, Toronto Star, Parents Magazine, and Women’s Post. Lise is passionate about introducing the rewards of financial planning to readers, clients, and advisors alike.

Victoria Al-Samadi is a writer, blogger, and content creator based in Burlington, Ontario. She regularly authors content for the blog she created in 2008, www.girlitup.ca., and has contributed to many blogs for Canadian-based organizations across the industries of financial planning, wealth management, travel and tourism, fashion, healthy living, and beyond. After obtaining her Canadian Securities Course in 2002, her continued professional partnerships with several financial organizations strengthened her interest in the investment, wealth management and estate planning industries. Having dealt with the sudden loss of a parent at the age of 19, she is driven to help others to do thoughtful inheritance planning and lead a life that will result in a meaningful legacy.

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