The Essential Canadian Guide to Estate Planning - 2nd Edition: A Journey Towards Peace of Mind - Softcover

Wark, Kevin

Softcover

ISBN 10: 0993672485 ISBN 13: 9780993672484

Publisher: Kevin Wark, LL.B, CLU, TEP, 2018

Synopsis

In this updated and expanded Second Edition, Kevin Wark continues to deliver an important message: anyone who has something of value needs an estate plan, and sooner rather than later! In a simple and entertaining style, The Essential Canadian Guide to Estate Planning will help younger and older generations alike get their estate plans in order. Readers will learn about planning for retirement; wills, trusts and powers of attorney; probate planning; charitable gifting; family law; special needs dependents; the role of life insurance; and business transition strategies. The Second Edition reviews recent changes impacting the taxation of small business owners as well as important tax developments south of the border. A new chapter provides additional insights on the gifting of vacation properties, collectibles and digital assets. Featuring numerous case studies, worksheets, an index and a glossary of terms, The Essential Canadian Guide to Estate Planning is an indispensable and painless guide in the journey towards greater peace of mind.

About this title

About the Author

Kevin Wark, LL.B, CLU, TEP, has over 35 years experience as a tax and estate planning specialist. He is a well-known speaker on insurance, tax and estate planning topics, having made presentations to a number of professional organizations including CALU, Advocis, STEP and the Canadian Tax Foundation. He is the Editor-in-Chief of Insurance Planning, published by Thomson Reuters, as well as being a contributor to other professional and financial publications. Kevin is also an aspiring murder-mystery writer, having recently published "Brought to Justice", available on Amazon and other online book retailers. Kevin lives in Toronto with his wife, Sandy, as well as "JJ" their wheaten terrier, and Spunky, a rag doll cat with attitude.

Edition details

• Publisher: Kevin Wark, LL.B, CLU, TEP
• Publication date: 2018
• Language: English
• ISBN 10: 0993672485
• ISBN 13: 9780993672484
• Binding: Paperback
• Number of pages: 280