You Cant Take it With You: Common-Sense Estate Planning for Canadians

by Sandra E. Foster

Wiley | December 14, 2006 | Trade Paperback |

5 out of 5 rating. 1 Reviews
Not yet rated | write a review
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.

Format: Trade Paperback

Dimensions: 352 Pages, 5.91 × 8.66 × 0.79 in

Published: December 14, 2006

Publisher: Wiley

Language: English

The following ISBNs are associated with this title:

ISBN - 10: 0470838469

ISBN - 13: 9780470838464

save
37%

In Stock Hurry, only 56 left! Not yet released

$18.44  ea

Online Price

$27.95 List Price

or, Used from $7.55

eGift this item

Give this item in the form of an eGift Card.

+ what is this?

This item is eligible for FREE SHIPPING on orders over $25.
See details

Easy, FREE returns. See details

Downloads instantly to your kobo or other ereading device. See details

All available formats:

Check store inventory (prices may vary)

Reviews

– More About This Product –

You Cant Take it With You: Common-Sense Estate Planning for Canadians

by Sandra E. Foster

Format: Trade Paperback

Dimensions: 352 Pages, 5.91 × 8.66 × 0.79 in

Published: December 14, 2006

Publisher: Wiley

Language: English

The following ISBNs are associated with this title:

ISBN - 10: 0470838469

ISBN - 13: 9780470838464

Table of Contents

Preface. Acknowledgements. The Estate Planning Checklist. Chapter 1: What is Estate Planning? Building Your Estate Plan. When Should You Prepare an Estate Plan? Is It Worth Preparing an Estate Plan? The Six D’s of Estate Planning. The Modern Estate Plan. Summary. Chapter 2: Dying Intestate: Distributing Your Estate without a Will. Who Gets What. Delays in the Distribution of Your Estate. Higher Cost of Administering Your Estate. Additional Income Taxes Payable. Lost Investment Opportunities. Appointment of Guardians. Underage Benefi ciaries. No Provision for Joint Disaster. Summary. Chapter 3: Distributing Your Estate with a Will. Who Gets What. Reducing the Cost to Die. Making the Gift More Tax-Effective. What is Fair? Forgiveable Loans? Your Executor. Summary. Chapter 4: The Format of a Will. Common Clauses. Additional Clauses. Handwritten, Software-Based or Formal Wills. Signing Formalities. Keeping Your Will Up to Date. Summary. Chapter 5: Giving Away Your Estate Now. Advantages and Disadvantages to Gifting While Alive. Giving Away Personal Possessions. Giving to Your Adult Children. Gifts to Young Children. Summary. Chapter 6: Probate. Provincial Probate Taxes and Fees. Strategies for Reducing Probate Tax. Summary. Chapter 7: Power of Attorney for Finances. Offi ce of the Provincial Guardian and Trustee. What Might Be in Your Power of Attorney for Finances. Preparing a Power of Attorney for Finances. Summary. Chapter 8: Death and Taxes. Principal Residence. Transfe
read more read less

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.

Editorial Reviews

"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

Item not added

This item is not available to order at this time.

See used copies from 00.00
  • My Gift List
  • My Wish List
  • Shopping Cart