Join us at our upcoming webinar
Learn more about intergenerational wealth transfer strategies for you and your family, and how you can secure your legacy.
You’ve worked hard to achieve financial wellness for you and your family. But have you planned out how all the generations of your family can use what you’ve built to ensure their own financial futures? What are your goals and how can you secure your legacy?
Join Scott Evans, Senior Financial Advisor at BlueShore Financial, and Rutsu Shikano, Estate Planning Lawyer from the law firm of Richards Buell Sutton LLP, as they discuss intergenerational wealth transfer. Together, they’ll explore a variety of aspects for you to consider with a view to creating thoughtful and strategic plans that ensure your goals are met and protected.
Our team of experts will explore:
- Ways to help the next generation with home ownership, education and financial planning during your lifetime
- Insurance and asset protection strategies for legacy planning and securing your future needs
- Property transfer matters including legal, tax and emotional implications when reviewing primary residence, recreational property and income generating properties
- How to structure wills (or lack thereof) in complex situations where unique family dynamics, blended families, cross boarder issues or high net worth are involved
This webinar will specifically focus on tips and scenarios for family members who have a key role in planning, preserving, and passing on wealth beyond their own generation.