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list price: $18.95
edition:Paperback
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category: Law
published: Dec 2014
ISBN:9781770402157
publisher: Self-Counsel Press

Inheritance

How to receive one; how to leave one

by Lise Andreana & Victoria Al-Samadi

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estates & trusts, wills
0 of 5
0 ratings
rated!
rated!
list price: $18.95
edition:Paperback
also available: eBook
category: Law
published: Dec 2014
ISBN:9781770402157
publisher: Self-Counsel Press
Description

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.

About the Authors
Lise Andreana, CFP, CPCA is a frequent guest speaker at industry events and holds over 17 years of experience as a financial planner, founding her company Continuum II Inc. During this time she has helped over 1,200 clients, ranging from retirees of the 1930s and '40s, Boomers of the '50s and '60s, and young adults of today. She wrote this book for the next generation of wealth accumulators: Generation Y and beyond.
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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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