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The Canadian Estate Planning Organizer
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Author :Haisman, Robert Publisher :Sarnia, Ont. : Canadian Family EPIC (Estate Planning Information Centre) ISBN 13 :9780968699300 Total Pages :30 pages Book Rating :4.6/5 (993 download)
Book Synopsis The Canadian Estate Planning Organizer by : Haisman, Robert
Download or read book The Canadian Estate Planning Organizer written by Haisman, Robert and published by Sarnia, Ont. : Canadian Family EPIC (Estate Planning Information Centre). This book was released on 2000 with total page 30 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Estate Planner's Handbook by : Robert Spenceley
Download or read book The Estate Planner's Handbook written by Robert Spenceley and published by CCH Canadian Limited. This book was released on 2009 with total page 524 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Canadian Estate Planning Made Easy by : Terrance Hamilton Hall
Download or read book Canadian Estate Planning Made Easy written by Terrance Hamilton Hall and published by FriesenPress. This book was released on 2016-08-10 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is intended for the general public and uses: easy to understand language; tools of lawyers and financial advisors; an extensive estate planning checklist; a list of acronyms and professional credentials, and backup authorities with free websites. (Pub).
Book Synopsis The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow 3E by : Douglas Gray
Download or read book The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow 3E written by Douglas Gray and published by McGraw Hill Professional. This book was released on 2011-01-07 with total page 433 pages. Available in PDF, EPUB and Kindle. Book excerpt: We all know we need a will, one that is current and reflects our wishes and changing life events. So why do two-thirds of Canadians still die without a will - without a plan for passing on their assets the way they want? Why do Canadians still risk losing everything to creditors or the government, or certain relatives being awarded assets by provincial government formulas, none of which were the deceased’s intention? Approximately one out of four Canadians die suddenly, so advance will and estate planning is critical. In this third edition of the bestselling The Canadian Guide to Will and Estate Planning, Canada’s foremost author team of experts in estate planning provide you with insights and options, practical suggestions, and authoritative guidance. You can then discuss your customized and evolving needs and wishes with your professional advisors in an informed fashion, to ensure your assets are protected and your family and beneficiary needs are met with strategic tax and estate planning. This approach will save you time, money, tax, stress, and anxiety. Using practical checklists, real-life examples, and answers to frequently asked questions, Douglas Gray, LL.B, and John Budd, F.C.A., provide helpful guidance on many important topics, including guardianship, powers of attorney, trusts, probate, special options for small and family businesses, passing on the family cottage, charitable giving, tax planning, estate planning, insurance and much more. Also includes an extensive glossary and appendix, and invaluable resource information and websites. Completely updated to reflect the latest changes in relevant legislation and taxation, and with a new chapter on preserving and increasing your net worth, The Canadian Guide to Will and Estate Planning explains how to: Obtain expert legal advice to prepare a will to protect your interests and assets Ensure that your assets will pass to the intended beneficiaries without hassle Use special legal and estate planning strategies to protect your business Avoid family feuds and spousal disputes Minimize or avoid income taxes and capital gains taxes through strategic tax and estate planning Use the latest tax laws to maximize the benefits of charitable giving Don’t let the government be your principal beneficiary – take the time to plan ahead!
Book Synopsis Where There's a Will There's a Way by : Kevin O'Brien
Download or read book Where There's a Will There's a Way written by Kevin O'Brien and published by Trafford on Demand Pub. This book was released on 2009-09 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: An easy to read and easy to understand book that will help Canadian's understand and organize their affairs to develop an estate plan.
Book Synopsis Wills & Estate Planning For Canadians For Dummies by : JoAnn Kurtz
Download or read book Wills & Estate Planning For Canadians For Dummies written by JoAnn Kurtz and published by John Wiley & Sons. This book was released on 2023-10-30 with total page 391 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical advice as you prepare to leave your legacy You’ve worked your entire life to give your loved ones the best life they can have. Don’t let death be the end of your caring and thoughtfulness. You can make sure your family is taken care of after your death and your wealth and assets go where you intend with the help of Wills & Estate Planning For Canadians For Dummies. This down-to-earth guide takes some of the stress and uncertainty out of this unpleasant topic by offering straightforward advice about preparing end-of-life documents and planning your estate. Discover the best way to transfer your assets to your heirs and the charitable organizations of your choice. Find out how to prepare a living will, donate organs, and give instructions for your burial. You also get expanded information about family law in Canada, details on why you need a power of attorney, and guidance on will preparation, funeral planning, green burials, tax implications, and more. Understand the laws surrounding estates, wills, trusts, and taxes in Canada Get details on buying life insurance, naming your heirs and beneficiaries, and designating an executor Find advice for discussing inheritance matters with a legal professional when you have a tricky situation Put your mind at ease with a solid plan for your assets and your end-of-life care Thanks to practical advice from an expert author, you can ensure that your affairs are in order and your loved ones will honor your final wishes. Wills & Estate Planning For Canadians For Dummies will help you leave behind a meaningful legacy for all who know and love you.
Book Synopsis The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow, Fourth Edition by : Douglas Gray
Download or read book The Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow, Fourth Edition written by Douglas Gray and published by McGraw Hill Professional. This book was released on 2017-09-15 with total page 447 pages. Available in PDF, EPUB and Kindle. Book excerpt: An essential resource to help you plan your estate and protect your assets Praise for previous editions of The Canadian Guide to Will and Estate Planning: “The authors have done a masterful job....This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL “An informative, practical guide....The authors...cover all the bases.” –THE NATIONAL POST Established as the go-to source of expert guidance, The Canadian Guide to Will and Estate Planning will save you money, taxes, risk, stress, and maintain peace of mind and family harmony. Completely updated to reflect the latest tax changes and with new information on charitable giving, including the donation of certain kinds of life insurance policies, this new edition explains practical strategies to: • Avoid classic pitfalls, family feuds, and spousal disputes • Minimize or avoid income, probate, and capital gains taxes • Protect your digital assets • Astutely deal with vacation properties, U.S. assets, and privately-owned businesses
Download or read book Solutions written by Pam Walker and published by . This book was released on 1994-09 with total page 46 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Wills and Estate Planning For Canadians For Dummies by : Margaret Kerr
Download or read book Wills and Estate Planning For Canadians For Dummies written by Margaret Kerr and published by John Wiley & Sons. This book was released on 2010-02-18 with total page 396 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you Reduce the tax you or your estate will pay Plan for your children's future Leave a charitable legacy Decipher the legal lingo in wills Prepare a living will to ensure you get the treatment you want Hire an estate planning team that will meet your needs Through practical advice from expert authors, this book helps you ensure that your affairs are in order, and your loved ones will be looked after.
Book Synopsis Taxation and Estate Planning by : Maurice C. Cullity
Download or read book Taxation and Estate Planning written by Maurice C. Cullity and published by Agincourt, Ont. : Carswell Legal Publications. This book was released on 1984 with total page 808 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis You Can't Take it With You by : Sandra E. Foster
Download or read book You Can't Take it With You written by Sandra E. Foster and published by John Wiley and Sons. This book was released on 2009-01-26 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: The NEW 6th edition to be released late 2015 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.
Book Synopsis The Essential Canadian Guide to Estate Planning by : LL B Clu Wark, Tep Kevin
Download or read book The Essential Canadian Guide to Estate Planning written by LL B Clu Wark, Tep Kevin and published by . This book was released on 2017-06 with total page 247 pages. Available in PDF, EPUB and Kindle. Book excerpt: In a simple and entertaining style, Kevin Wark delivers an important message - anyone who has something of value needs an estate plan, and sooner rather than later! Today, the majority of baby boomers are entering their retirement years. They have not only accumulated significant assets during their lifetimes, but also stand to receive meaningful inheritances. Now is the time for them to consider strategies to protect and increase their wealth - for their peace of mind as well as their families. The Essential Canadian Guide to Estate Planning will help younger and older generations alike get their estate plans in order. Readers will learn about planning for retirement; wills, trusts and powers of attorney;probate planning;charitable gifting;family law and special needs dependents;the role of life insurance; and business transition strategies. Featuring numerous case studies, worksheets, index and a glossary of terms, The Essential Canadian Guide to Estate Planning is an indispensable and painless guide in the journey towards greater peace of mind.
Book Synopsis Before It's Too Late by : Nicole Garton
Download or read book Before It's Too Late written by Nicole Garton and published by . This book was released on 2023-03-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the event you became incapable or passed away, do your family members and personal representatives know where to locate your critical personal and financial information and documents? Organizing your most important information and documents will relieve a big burden on your family if anything should happen to you. Your preparation and planning now will ensure that your wishes are followed, your assets are managed and your estate is settled in a cost-effective and efficient manner. You will be able to enjoy peace of mind knowing that this important task is taken care of. Before It's Too Late provides a clear, step-by-step method to help you and others keep track of: - Personal information and ID - Digital information - Real estate and personal property - Financial information - Legal documents - Your final wishes Nicole L. Garton, B.A., LL.B., LL.M., C.Med, FEA, TEP has many years of legal and estate administration experience. As the principal of Heritage Law, Nicole is a lawyer and mediator practicing in the areas of wills and estates and family law. Nicole is also the president of Heritage Trust, which offers caring and professional executor, trustee, power of attorney, committee, escrow and family office services to British Columbia resident clients. ---------- Updated to reflect recent developments in digital asset management, the second edition of this book includes downloadable forms that you can edit for your personal circumstances. Having a comprehensive grasp of all your important information, records, wishes and plans will help you feel more informed, up to date and in control.
Download or read book Canadian Estate Planning Guide written by and published by North York, Ont. : CCH Canadian. This book was released on 1995-01-01 with total page 1500 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Estate Planning in Canada, 1971-1975 by : Sheldon Silver
Download or read book Estate Planning in Canada, 1971-1975 written by Sheldon Silver and published by . This book was released on 1976 with total page 120 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Digital Executor® by : Sharon Hartung
Download or read book Digital Executor® written by Sharon Hartung and published by FriesenPress. This book was released on 2021-04-26 with total page 175 pages. Available in PDF, EPUB and Kindle. Book excerpt: The world has gone digital and so have our clients’ estates. Digital assets may simply be electronic records, but they are the digital gateway to our lives. They are our memories, our money, and our records, making technology the new player at the estate planning table. The Digital Executor®: Unraveling the New Path for Estate Planning arms estate advisors, business owners, service providers, and the broader estate and technology industries with heightened awareness of client expectations regarding their digital estates. Everyone needs a will and in today’s age of digitization, estate plans must include your client's digital life. This book is a primer for understanding a client’s personal use case when navigating estate management in the digital age with introductions to technology and the underlying aspects and differences between digital asset classes. With technology being the new player at the client’s estate planning table, estate advisors must be educated, motivated, and prepared, adapting policies and processes for operating in the digital world. Equally, technology and service providers must align with the stars to be integrated partners in estate industry conversations. Sharon’s first book, Your Digital Undertaker: Exploring Death in the Digital Age in Canada, was about digital assets in the context of an individual’s or client’s estate planning life cycle. This follow-up book, Digital Executor®: Unraveling the New Path for Estate Planning is about digital assets in the context of the estate industry. This book draws the reader into the world of estate planning with a digital twist, bringing together how the global estate industry, technology and service providers must address client expectations about their digital assets and the implications of the changing role of the fiduciary/executor. To understand the role of digital assets in the estate industry, we must first understand technology, the client’s user context, and the changing role of the estate advisor. From an estate industry perspective, if today’s executor is a digital executor and today’s fiduciary is a digital fiduciary, then today’s advisor must be a digital advisor.
Book Synopsis The Estate Planner's Handbook by : Robert H. W. Spenceley
Download or read book The Estate Planner's Handbook written by Robert H. W. Spenceley and published by . This book was released on 2005-09 with total page 369 pages. Available in PDF, EPUB and Kindle. Book excerpt:
