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You Can't Take It With You: Common-Sense Estate Planning for Canadians

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About this Book

Trade Paperback

352 Pages, 15 x 22.5 x 2 CM

December 19, 2006

John Wiley & Sons


0470838469
9780470838464

From the Publisher

Since it was first published ten years ago, You Can''t Take It With You has been a trusted source of advice on estate planning, and it is more relevant today than ever. The Canadian population is aging, billions of assets are set to be transferred to the next generation over the coming decade, and estate planning is quickly becoming the single biggest financial planning issue of the next ten years for baby boomers and their parents.

Estate planning is everybody''s issue. If you don''t plan for what happens to your money, your children, your house and other assets upon your death, the government will make those decisions for you. In these turbulent financial times, planning for the future is more important than ever, especially when it involves the financial security of those you love.

Completely revised and updated in its fifth edition, this national bestseller continues to be the definitive resource on the financial, legal and human issues around estate planning.
* Covers all areas of estate planning: financial and tax planning, wills and powers of attorney, life insurance, guardianship of your children, trusts and living wills, and funeral planning, as well as new information on current legislation and emerging trends such as estate mediation, and much more.
* Prepares you for dealing with your financial adviser or lawyer--and may even help you to save hundreds of dollars in professional fees and taxes.
* Features practical examples, tips, and question-and-answer boxes.

From the Jacket

Since it was first published ten years ago, You Can't Take It With You has been a trusted source of advice on estate planning, and it is more relevant today than ever. The Canadian population is aging, billions of assets are set to be transferred to the next generation over the coming decade, and estate planning is quickly becoming the single biggest financial planning issue of the next ten years for baby boomers and their parents.

Estate planning is everybody's issue. If you don't plan for what happens to your money, your children, your house and other assets upon your death, the government will make those decisions for you. In these turbulent financial times, planning for the future is more important than ever, especially when it involves the financial security of those you love.

Completely revised and updated in its fifth edition, this national bestseller continues to be the definitive resource on the financial, legal and human issues around estate planning.

  • Covers all areas of estate planning: financial and tax planning, wills and powers of attorney, life insurance, guardianship of your children, trusts and living wills, and funeral planning, as well as new information on current legislation and emerging trends such as estate mediation, and much more.
  • Prepares you for dealing with your financial adviser or lawyer-and may even help you to save hundreds of dollars in professional fees and taxes.
  • Features practical examples, tips, and question-and-answer boxes.

About the Author

SANDRA FOSTER, RFP, TEP, FCSI, is the founder of Headspring Consulting Inc. She is one of Canada's leading experts on personal finance and the issues facing the financial services industry, including wealth management, estate planning, and retirement. A trusted source of independent advice, Foster is a sought-after speaker at consumer events and industry conferences, a regular guest on TV and radio programs, and a frequent contributor to many publications.

From the Critics

"You Can't Take It With You is a highly organized, easily usable foray into a topic that generally fills us with either tedium or dread…offers straightforward discussions of thorny issues.... Maybe you can't take it with you. But before you go, this book will help you find out the next best things to do with it."
-Martin Levin, The Globe & Mail

"…astonishingly good. It's a fine reference book and an essential guide to those who have or will have wills to sign, estates to administer, or assets to pass on to future generations."
-Andrew Allentuck, Quill & Quire

"It addresses more estate-planning issues than any other book I have seen and…gives balanced sensible advice.... I'm adding it to my recommended list of personal finance books."
-Ron Chalmers, Money Matters, The Edmonton Journal

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1 Review

Reviews from the Community

  • Diane Allie

    Diane Allie

    A great resource! 5

    15 months ago

    Sandra provides a comprehensive review of estate planning issues in an easy to read format. Structured by topic, readers can flip through to areas of interest. I recommend reading the book from beginning to end first, then go back to review topics of relevance for the reader. Well worth the effort to read before having a new estate plan drawn up or for those just contemplating their estate needs. This is a great resource for the general public and financial planning professionals. Diane… read more

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