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Financial and Estate Planning for the Mature Client in British Columbia
Auteur
(s) :
Fiona Hunter
,
Chris Ireland
,
Bernie Geiss
,
Penny A. Washington
,
Jeffrey Locke
,
Kate Bake-Patterson
,
Dennis Yee
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Provides information, analysis and practical guidance on the financial planning needs of older clients residing in B.C.Langue de publication: English
Éditeur: LexisNexis Canada
Provides information, analysis and practical guidance on the financial planning needs of older clients residing in B.C. It covers a full spectrum of issues such as:
- B.C. Adult Guardianship Legislation
- Inter vivos Trusts and Will Planning
- Tax Planning
- Planned Giving
- R.R.S.P.'s, R.I.F.'s, Pensions & Annuities
- Life Insurance
- Special Considerations
- Special Needs Dependents
Billing Method: Updates Billed As Issued
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PREFACE
TABLE OF CASES
TABLE OF LEGISLATION
Chapter 1: INTRODUCTION
Chapter 2: INTER VIVOS PLANNING
Chapter 3: PLANNING FOR MENTAL INCOMPETENCY—POWERS OF ATTORNEY, COMMITTEESHIP AND THE NEW ADULT GUARDIANSHIP LEGISLATION
Chapter 4: LIFE INSURANCE AND ESTATE PLANNING
Chapter 5: WILLS PLANNING
Chapter 6: PLANNED GIVING
Chapter 7: SPECIAL NEEDS DEPENDANTS
Chapter 8: PROBATE AND INCOME TAX PLANNING
Chapter 9: RRSPS, RRIFS, PENSIONS & ANNUITIES
Chapter 10: HOUSING, MEDICAL, CARE ARRANGEMENTS, GOVERNMENTAL ASSISTANCE, TRANSPORTATION AND SAFETY
Chapter 11: HEALTH CARE CONSENT
LEGISLATION
RELATED MATERIAL
AUTEURS À LA UNE
Fiona Hunter
Chris Ireland
Bernie Geiss
Penny A. Washington
Jeffrey Locke
Kate Bake-Patterson
Dennis Yee
