Managing the Gift of Inheritance?
Fortunes come and go but most inheritances rarely survive the next generation. Many people are bewildered and unequipped with what to do with the unexpected gift of inheritance.
From guiding you to gift wisely to helping your heirs protect your legacy, Joanne has helped many families through the difficult minefield of dealing with inheritances.
Areas of Expertise Include:
• Honouring your benefactor by focusing on managing and preserving your inherited wealth.
• Minimizing tax as wealth moves to the next generation.
• Managing your "burn rate".
• Protecting your future and preserving your legacy.
• Protecting your inheritance under family law.
• Building a fence around your wealth.
416-681-7155 | joanne@themillionairesguide.ca
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