2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle”

Nonfiction, Reference & Language, Law, Wills, Business & Finance, Finance & Investing, Taxation
Cover of the book 2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle” by Phelim O'Malley, MBA, CFP, Xlibris US
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Author: Phelim O'Malley, MBA, CFP ISBN: 9781499040333
Publisher: Xlibris US Publication: June 24, 2014
Imprint: Xlibris US Language: English
Author: Phelim O'Malley, MBA, CFP
ISBN: 9781499040333
Publisher: Xlibris US
Publication: June 24, 2014
Imprint: Xlibris US
Language: English

Estate Planning

The legislation covering Estate Planning and distribution falls under provincial jurisdiction, with the exception of the Federal Income Tax Act. There are a number of Provincial Acts that directly or indirectly influence how an effective Estate Plan can be designed. The impacts of the Provincial legislation and Income Tax Act must be correctly understood and properly applied to your Estate Plan.

The Estate Planning Guide for Ontarians — "Completing the Puzzle" has been written to integrate the various areas of legislation that are relevant to developing a comprehensive estate plan. The guide is focussed on Ontario legislation but with legal advice can be applied to other common law provinces and territories, excluding Quebec. Quebec's legal system is based on civil law and it is has significant differences from common law.

The guide includes true life examples of where simple errors can have devastating effects on your Estate Plan.

This guide illustrates how an experienced Certified Financial Planner (CFP) can help you Complete the Puzzle.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

Estate Planning

The legislation covering Estate Planning and distribution falls under provincial jurisdiction, with the exception of the Federal Income Tax Act. There are a number of Provincial Acts that directly or indirectly influence how an effective Estate Plan can be designed. The impacts of the Provincial legislation and Income Tax Act must be correctly understood and properly applied to your Estate Plan.

The Estate Planning Guide for Ontarians — "Completing the Puzzle" has been written to integrate the various areas of legislation that are relevant to developing a comprehensive estate plan. The guide is focussed on Ontario legislation but with legal advice can be applied to other common law provinces and territories, excluding Quebec. Quebec's legal system is based on civil law and it is has significant differences from common law.

The guide includes true life examples of where simple errors can have devastating effects on your Estate Plan.

This guide illustrates how an experienced Certified Financial Planner (CFP) can help you Complete the Puzzle.

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