Financial and Estate Planning for the Mature Client in British Columbia

ebook Volume 1

By Fiona Hunter

cover image of Financial and Estate Planning for the Mature Client in British Columbia

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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 and Annuities
  • Life Insurance
  • Special Considerations
  • Special Needs Dependents
  • Financial and Estate Planning for the Mature Client in British Columbia