Advisors Seeking Knowledge - A Comprehensive Guide to Succession and Estate Planning
This definitive resource reveals the step-by-step process of how to effectively preserve, protect and distribute wealth. This book is designed to be the resource for the innovative and proactive professional seeking to guide clients to smoothly transition into the last third of their lives, making it the best and most productive time of their lives.
Products to Consider
Asset & Wealth Protection, 2nd Edition
Where Do You Draw the Line when Advising Clients? Protecting assets and wealth has always been a challenging task. Consider these recent events: The current global financial crisis - which has put assets, wealth, and retirement at risk for many The criminal convictions of several Canadian and American business leaders for commercial and accounting ...
The Business in Transition - Making the Succession Plan Work
What Does Business Succession Planning Involve? The decision to transfer a business to the next generation or sell a business has monumental implications for business owners, both practical and emotional. Business succession encompasses estate and will planning, tax law, family law, employment law, insurance law, and much more. Not having a ...
The Practitioner's Guide to Estate Practice in Ontario, 5th Edition
Written by a veteran estates planning and administration lawyer, this handy practice manual is filled with insightful commentary, useful precedents and important legal tips.