[Download ebook] 2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle”






 | #730382 in Books |  Phelim L O Malley |  2014-06-24 |  2014-06-24 | Original language:English | PDF # 1 |  9.00 x.27 x6.00l,.37 | File Name: 1499040342 | 108 pages

 | 2016 2017 Estate Planning Guide for Ontarians Completing the Puzzle


||About the Author||Phelim L. O'Malley received his Master of Business Administration (MBA) degree from York University's Shulich School of Business in 1997. Phelim has been a Certified Financial Planner (CFP) since 1999. He has also completed nu

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 — "Co...


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