2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle” PDF Download
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Author: Phelim L. O’Malley, MBA, CFP Publisher: Xlibris Corporation ISBN: 1499040334 Category : Law Languages : en Pages : 108
Book Description
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.
Author: Phelim L. O’Malley, MBA, CFP Publisher: Xlibris Corporation ISBN: 1499040334 Category : Law Languages : en Pages : 108
Book Description
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.
Author: Cfp Phelim L. O'Malley Mba Publisher: ISBN: 9781499040340 Category : Self-Help Languages : en Pages : 0
Book Description
Estate PlanningThe 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.
Author: Kathleen Adams Publisher: Signet ISBN: 9780451214034 Category : Business & Economics Languages : en Pages : 468
Book Description
From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.
Author: Linda Ashar Publisher: ISBN: Category : Languages : en Pages : 359
Book Description
What happens to your estate after you are gone is very much within your control. Estate planning is not only for the wealthy; it is for everyone. It is simply the process of deciding where your assets are to be distributed after you die.
Author: Phelim L. O’Malley, MBA, CFP
Author: Phelim L. O’Malley, MBA, CFP
Author: Cfp Phelim L. O'Malley Mba
Author: Robert Brosterman
Author: Kathleen Adams
Author: Robert Brosterman
Author: Edward Olkovich
Author: Michael Maran
Author: Linda Ashar
Author: David Barr Chilton
Author: