Phelim O Malley: 1 book

Book cover of 2016 - 2017 Estate Planning Guide for Ontarians - “Completing the Puzzle”
by Phelim O'Malley, MBA, CFP
Language: English
Release Date: June 24, 2014

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...
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