Wealth Planning Strategies for Canadians 2013 is a uniquely valuable publication.
The first half of this work 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:
- Marriage
- Divorce
- Aged Parents
- Birth of a child
- Acquisition of property
- Many 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.
Updates to the 2013 Edition include: - Further explanation of various planning strategies
- All relevant changes to provincial and federal tax, estates and family property legislation
- Up-to-date rates, tax credits and social assistance rates
Christine Van Cauwenberghe is a tax and estate lawyer, with over fifteen years' experience in the tax and estate planning area. She is also a Certified Financial Planner as well as a Trust & Estate Practitioner (as certified by the Society of Trust and Estate Practitioners). Christine is also a member of the Canadian Tax Foundation, and teaches part of the Corporate Tax Law course at the University of Manitoba. Christine is currently the Director of Tax & Estate Planning for one of the largest financial planning companies in Canada and previously practiced tax law with a large law firm. She regularly travels across Canada to meet with financial planners, their clients and external advisors (including other lawyers and accountants), and is also a frequent media consultant.