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Wealth Planning Strategies for Canadians 2012

Wealth Planning Strategies for Canadians 2012 is a uniquely valuable publication.

The first half of this work is organized around your client's life-event scenarios and systematically identifies the array of financial and estate planning considerations and strategies that ought to be considered. Life scenarios explored include: • Marriage • Divorce • Aged Parents • Re-marriage • Birth of a child • Acquisition of property • and many more.
Wealth Planning Strategies for Canadians

The second half concisely sets out the legal/regulatory framework surrounding areas such as powers of attorney, family property, insurance, probate, trusts, etc., with jurisdictional differences succinctly summarized. It provides further detail to the life-scenario section of the book.

Updates to the 2012 Edition include:
  • Further explanation of various planning strategies
  • All relevant changes to provincial and federal tax, estates and family property legislation
  • Up-to-date rates, tax credits and social assistance rates
This is an annual publication. The 2012 edition was released August 2011.
About the author:

Christine Van Cauwenberghe is eminently well-qualified to write this innovative and invaluable book. She is a tax and estate layer with over ten year’s experience, a certified Financial Planner, and became the Director of Tax and Estate Planning for Investors Group in 2001.

DESCRIPTION
Author Christine Van Cauwenberghe, B. Comm. (Hons), LL.B., CFP, TEP
Publisher Carswell
Year of release 2011
Format Softcover
Pages 720
Catalogue No. 978-0-7798-3592-8
Price 60.00$
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Bilingual No

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Les prix et la disponibilité peuvent être sujets au changement. Les frais d'expédition et les taxes sont en sus.

Dernière modification: 4e août 2011


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