The Personal Financial Planner's Manual™
Summary of Contents of Update 47
August 2006
| Section-Chapter | |
| 3-3. | Federal Budgets |
| The proposals in the Federal Budget of May 2, 2006 have been added. |
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| 3-4. | Provincial Budgets |
| This Chapter has been updated for the 2006 Provincial Budgets presented since the last update. |
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| 3-13. | More Taxation of Capital Property |
| This Chapter includes a description of how the present value of the annualized deferred income tax of a property is used to determine which of two or more principal residences should designated for a particular year of ownership. |
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| 7-8. | Investment Planning |
| This Chapter has been updated for addition of gold and silver to the list of eligible investments for a registered plan. |
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| 8-4. | Trusts |
| This Chapter has been revised to better explain common-law partner trusts, alter ego trusts, and joint spousal trusts, and the duties of a trustee. |
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| 8-5. | Probate, Intestacy & Powers Of Attorney |
| This Chapter has been revised and updated for the many changes including probate fees and intestacy legislation. |
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| 8-6. | Wills |
| This Chapter has had material added on multiple wills. |
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| 8-7. | Charitable Donations |
| This Chapter has been revised and updated for the many changes that have occurred recently including spousal pooling of donations, donations of securities, donations through named beneficiary, donating securities acquired through an employee stock option plan and art flips. |
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| 8-8. | Estate Freezes |
| This Chapter has been rewritten with examples added. |
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| 8-10. | U. S. Estate Taxes |
| This Chapter has been updated for changes to the U.S. estate taxes. |
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| 8-11. | Buy-Sell Agreements |
| This Chapter has been rewritten with examples added. |
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| 9-1. | Quick Reference |
| The Chapter has been updated for the 3rd quarter prescribed interest rates, OAS benefits, and the latest statistics on the Consumer Price Index. |
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