Wealth Planning Strategies for Canadians 2023 offers coverage of the relevant laws in every Canadian jurisdiction. It provides a comprehensive consideration of the strategies required to cover financial planning, tax planning, disability planning, estate planning, insurance planning, and family law issues. It includes a discussion of the legal implications of properly and improperly executed wealth plans. Comprehensive case studies illustrate how the various rules work or dont work together in particular situations and are an important component of this book.
Whats New:
The 2023 edition has been thoroughly updated to include changes to relevant provincial statutes as well as federal income tax laws and also contains added detail on strategies and the pitfalls of certain approaches.
Wealth Planning Strategies for Canadians 2023 offers coverage of the relevant laws in every Canadian jurisdiction. It provides a comprehensive consideration of the strategies required to cover financial planning, tax planning, disability planning, estate planning, insurance planning, and family law issues. It includes a discussion of the legal implications of properly and improperly executed wealth plans. Comprehensive case studies illustrate how the various rules work or dont work together in particular situations and are an important component of this book.
Whats New:
The 2023 edition has been thoroughly updated to include changes to relevant provincial statutes as well as federal income tax laws and also contains added detail on strategies and the pitfalls of certain approaches.