Wealth Planning Strategies for Canadians, 2027 Edition
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Wealth Planning Strategies for Canadians 2027 Edition, Print and ProView eBook
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What topics does the Wealth Planning Strategies for Canadians cover?
The book covers a range of topics, including:
- Relevant estate planning laws in every Canadian jurisdiction;
- Comprehensive consideration of the financial planning, tax planning, disability planning, estate planning, insurance planning and family law issues relevant to various situations;
- Discussion of the tax aspects, but also the legal implications of properly and improperly executed wealth plans
Who is this book designed for?
It's built for people who need an integrated view of wealth planning—especially those working through common Canadian planning situations (or advising on them), such as legal and tax professionals.
This is the only book that starts where you do - with a specific life scenario - rather than starting with legal or financial concepts, making you work backwards to fit the concepts to your situation.
Does this book cover Canadian business owner planning?
Yes. The Business Owners chapter includes planning topics such as salary vs. dividends, incorporation, income splitting with family, sale of a business, the Lifetime Capital Gains Exemption, AMT, passive income and small business deduction, plus estate-focused items like succession planning and estate freezes.
Does it cover estate planning in Canada?
Yes. This book provides dedicated coverage of:
- Powers of Attorney
- Estates / wills
- Taxation at death
- Probate
- Trusts
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