Wealth Planning Strategies for Canadians

FEDERAL
PUBLICATIONS
INC.

Wealth Planning Strategies for Canadians 2010


	Format	Softcover
	Catalogue No.	978-0-7798-2068-9
	Pages	623
	Language	English only
	Price	$60.00

Written by Christine Van Cauwenberghe, B. Comm. (Hons), LL.B., CFP, TEP.
Published by Carswell, 2009.

This is an annual publication. The 2010 edition was released August 2009.

Description:

There are many books on wealth planning, but Wealth Planning Strategies for Canadians is the first wealth planning book to cover the rules for every Canadian jurisdiction, identifying the strategies which will work best in your jurisdiction. It is the first to explore, systematically, the strategies required to cover six fundamental areas of planning:

financial planning
tax planning
disability planning
estate planning
insurance planning
and family law issues.

Updates to the 2010 Edition include:

How to protect your personal assets from business creditors in these volatile times
Further details regarding the rights of common-law couples
More information on tax-free savings accounts
Substantial changes to reflect the amendments to the Nova Scotia Wills Act

The first half of this uniquely valuable publication 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:

Single
Common-law couples
Marriage
Birth of a child
Divorce
Blended families
Re-marriage
Widowed
Disabled persons
Aged Parents
Seniors and Retirees
Acquisition of property
Family businesses
and much more.

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.

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.

Wealth Planning Strategies for Canadians will be helpful not only to financial planners and to those who have large financial portfolios, but for anyone concerned about their future and their family’s future.

Price and availability subject to change. Shipping and applicable taxes extra.
Questions about this product? Please e-mail us.
This page last modified: August 6, 2009

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