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list price: $10.99
edition:eBook
also available: Paperback
category: Law
published: May 2015
ISBN:9781770409705
publisher: Self-Counsel Press

Inheritance

How to receive one; how to leave one

by Lise Andreana & Victoria Al-Samadi

tagged: estates & trusts, wills
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 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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