Education planning

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Education Planning is a comprehensive guide financial advisors can use to help their clients choose the best education savings options for them. Beyond simply outlining educational savings products, this guide also enables financial advisors to provide direction to parents and their about-to-leave-the-nest children, including making a budget for the move to school and managing their credit. In addition to pertinent legislation and practical strategies, it also covers:
* A discussion of the new Lifelong Learning Plan ,
* Information on formal trusts and informal in-trust accounts as well as self-directed and pooled plans,
* A useful list of frequent client Q&As,
* Details of the Canada Education Savings Grant , and
* The latest rules from Revenue Canada on the legislation surrounding RESPs. Education Planning is part of CCH's Financial Advisors Series, an exciting new library of 40+ titles written by financial advisors for financial advisors. The new titles, released throughout 1999 and 2000, are divided into seven financial planning areas covering: retirement planning, investment planning, tax planning, insurance planning, estate planning, planning for special situations, and practice management.