Wealth Planning Strategies for Canadians 2022 offers coverage of the relevant laws in every Canadian jurisdiction. It provides comprehensive consideration of the strategies required to cover off financial planning, tax planning, disability planning, estate planning, insurance planning, and family law issues. It includes 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.

What’s New

The 2022 edition has been updated to include revisions regarding relevant provincial statutes as well as federal laws, including:

• More detail on various concepts and case studies, particularly business succession planning and estate freezes
• Updates related to the amendment of various provincial statutes, as well as changes as a result of recent case law, including the Calmusky case from Ontario respecting beneficiary designations