Monday, April 4, 2022

Excerpt Tour: Preserving Wealth: The Next Generation by Jack Lumsden, MBA, CFP®

Congratulations to tour winner Julia I. and to host winner Candrel's Crafts, Cooks, and Characters.

Goddess Fish Promotions is organizing a Virtual Excerpt Tour for Preserving Wealth: The Next Generation by Jack Lumsden, MBA, CFP, a Non-fiction self-improvement available now from Tellwell Talent. The tour will run April 18 - 29, 2022, and this tour will not include interviews or guest blogs; however, a blurb, exclusive excerpt and author bio will be provided to every host for inclusion on their blog. Additionally, a PDF and ePub copy of this story is available for review in conjunction with a promo post.

Jack Lumsden, MBA, CFP® will be awarding a $15 Amazon or B/N GC to a randomly drawn winner via rafflecopter during the tour, and a $15 Amazon or B/N GC to a randomly drawn host.

"Toronto-based research firm Strategic Insight projects that approximately $1 trillion in personal wealth will be transferred from one generation to the next in Canada between 2016 and 2026, with roughly 70% of that in the form of financial assets." – Advisors Edge January 30, 2018

"70 % of Wealth Transfers fail." – The Future of Estate Planning. Trusts and Estates June 2010

"65% of Canadians say it's likely they will leave an inheritance to their heirs or estate but only 46% of Canadians have a will." – Sun Life Canadian UnretirementTM Index, 2015.

Experts estimate that $1 trillion of inheritances will pass from one generation to the next within a decade in Canada. In addition, many individuals are selling their businesses, resulting in substantial gains. Accordingly, the ability to effectively manage one's wealth and prepare and implement a proper estate plan is no longer just prudent. It's crucial.

Jack Lumsden is an experienced financial advisor who uses an easy-to-read narrative style to clarify financial planning concepts that everyone needs to know. Preserving Wealth explains:

•Investment strategies to provide for growth and protection of capital,
•How to develop an effective estate transfer plan to reduce estate costs and taxes,
•Strategies to preserve wealth and safeguard an inheritance or gift for the next generation,
•How to select an executor, and what to do if you are an executor,
•The critical discussions to have with your family, and
•How to assemble a financial team.

April 18: Candrel's Crafts, Cooks, and Characters
April 19: Christine Young
April 19: Long and short Reviews
April 20: Locks, Hooks and Books
April 21: Momma Says: To Read or Not to Read
April 22: Fabulous and Brunette
April 25: All the Ups and Downs
April 26: Our Town Book Reviews
April 27: Eye-Rolling Demigod's Book Blog
April 28: Gina Rae Mitchell
April 29: Gimme The Scoop Reviews
April 29: Westveil Publishing