Tag: wealth preservation
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How To Survive The Largest Generational Wealth Transfer In Human History
A Family-Wealth Guru Offers 4 Insights For Choosing (Or Agreeing To Be) A Trustee The greatest transfer of wealth in history is happening right now, according to a study from the Boston College Center on Wealth and Philanthropy. A staggering amount – $59 trillion – is projected to be passed down to heirs, charities and taxes…
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How To Be Your Own Economic Quarterback
You Need To Be The Economic MVP Every Year After a lifetime of earning and saving, one might expect a comfortable and financially secure retirement, especially with a reliable financial advisor – right? “Life is rarely that simple or black-and-white and, unfortunately, neither is the financial realm,” says Bryan S. Slovon, founder and CEO of…
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Wealth Preservation Europe Account
Dublin based Canada Life International Assurance has launched a new estate planning product – the Wealth Preservation Europe Account. The WPEA is based on Canada Life’s award winning Wealth Preservation Account (WPA), which was voted the Best Trust/Estate Planning Product in the International Adviser International Life Awards 2013. The WPEA and WPA both allow individuals…
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Many plans for wealth preservation primarily use offshore strategies. Here’s why.
Offshore Questions: What is meant by the term Offshore Haven?” Offshore Haven, money haven, or offshore financial centers are the terms used for any countries with a friendly financial climate towards investors. These can be any foreign jurisdiction where your assets or income enjoy 1. more protection 2. are more private 3. have fewer taxes.…