Maximize your clients' personal tax and estate planning efforts with the right financial strategy for every life stage with Wealth Planning Strategies for Canadians 2020
Wealth Planning Strategies for Canadians 2020 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, as well as discussion of the legal implications of properly and improperly executed wealth plans. Comprehensive case studies show how the various rules work or don't work together in particular situations, and are an important component of this book.
New in this edition
- Updates relating to the new Alberta Family Property Act and other provincial and federal amendments
- More detail on various concepts and case studies, particularly when dealing with blended families and making charitable gifts
"Van Cauwenberghe’s 20+ years of experience as a tax and estate lawyer come across clearly in this book, but what really makes this title stand apart from other financial/wealth planning books is how the author presents the information. She truly keeps the reader in mind, and that makes this book a must-have in one’s financial/wealth planning library."
From the book review of by Wealth Planning Strategies for Canadians 2018 by Helen Mok, Calgary Librarian, Parlee McLaws, 2018 Canadian Law Library Review/Revue canadienne des bibliothèques de droit, Volume/Tome 43, No. 2