In this updated and expanded Third Edition (2023) of his best-selling book, 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. Newly organized into three distinct sections, readers will learn the essentials of estate planning; wealth creation planning opportunities and business transition strategies. The Third Edition includes discussion of innovations in will formalities and planning, the new First Home Savings Account and Advanced Life Deferred Annuities, as well as recent tax legislation governing intergenerational transfers of small businesses. Featuring numerous case studies, an index and a glossary of terms along with website access to factfinders and worksheets, The Essential Canadian Guide to Estate Planning is an indispensable and painless guide in the journey towards greater peace of mind.
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