David Lavin Agency

Over the next thirty years, baby boomers will inherit close to 
$11 trillion from their parents. 

Michael Alexander
Michael Alexander
· How to prevent grief from affecting your inheritance decisions
· How to evaluate advice from family, 
 friends and experts
· How to find the right experts to help you manage your bequest
· How to resolve family conflicts 
 and avoid lawyers
· How to determine whether to keep 
 or sell personal possessions
· How reflection promotes sound financial judgment

 

 For the first time in North American history, inheritance is becoming a general fact of life, and Michael Alexander’s riveting presentation, aptly dubbed The Inheritance Revolution, has proved tremendously valuable to both Financial Advisors and their clients throughout Canada.   Baby boomers are expected to inherit close to 11 trillion dollars from their parents over the next thirty years.  A startling figure, but  even more startling is what that means to the average individual in the Canadian landscape. 

As the author of the best-selling book, How to Inherit Money: A Guide to Making Good Financial Decisions After Losing Someone You Love, Michael's personal experiences have guided thousands of Canadians through the muddle of archaic information and confusing laws. Far more than a discussion focused on the financial implications of retirement, Michael offers audiences an insightful and thorough journey into both the emotional and financial pitfalls of inheritance and estate planning. 

Michael Alexander holds law degrees from Columbia University and the University of Toronto and has studied philosophy and political science at the graduate level at both schools.  In 1985 and 1986, he was named a Laidlaw Fellow in Law and Political Science at U of T.  He is a member of the Bar of Ontario and has several years of experience as a consultant in the field of trusts and estates. 
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