Wealth Transfer - Part 1

A recent survey by RBC Wealth Management says ove…

An episode of the The Strongroom Radio - Estate Planning Conversations podcast, hosted by The MacMillan Estate Planning Team, titled "Wealth Transfer - Part 1" was published on February 25, 2017 and runs 11 minutes.

February 25, 2017 ·11m · The Strongroom Radio - Estate Planning Conversations

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Summary

A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.

Episode Description

A recent survey by RBC Wealth Management says over 75% of high net worth Canadians do not have a detailed plan in place to pass on their assets. The report estimates 400 billion dollars of wealth is going to change hands within a generation. Sheri MacMillan and Norman Ewing of MacMillan Estate Planning explore the timely wealth transfer issue on this week's edition of The Strongroom.

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