Financial planning

PDF / Form number	Title and description	Last updated
810-2784	Business succession planning - A guide for business owners Designed to give business owners a better understanding of the business succession planning process.	May 2017
810-2876	Leveraging a life insurance policy A guide for lawyers, accountants and insurance advisors, this booklet reviews several methods of accessing the cash value of an exempt life insurance policy, including a number of third party leverage structures, with a balanced discussion of benefits and risks.	July 2017
810-2882	Business continuation planning - A guide for business owners Discusses the need for a buy-sell agreement, and the importance of pre-arranged funding. Compares several common buy-sell structures in terms of their outcomes for deceased and surviving shareholders, including tax implications. Also covers the need for protection against the loss of a key employee.	May 2017
810-3301	Estate planning guide Discusses the extra challenges and difficult choices faced by business owners doing estate planning; Also explains the most efficient ways to transfer the expected remainder of an estate to intended beneficiaries.	August 2016
810-3300	Sharing interest in a life insurance policy - Lawyers and accountants guide This guide addresses lawyers’ and accountants’ concerns in managing tax and legal issues with regard to the different methods of sharing interests in a life insurance policy. This includes shared ownership and shared benefit insurance arrangements. Also points out marketing opportunities for these concepts in the small business market.	August 2016