Estate Planning Guide

Author : Douglas Gray,John Budd
Publisher : McGraw Hill Professional
Page : 128 pages
File Size : 46,6 Mb
Release : 2017-09-15
Category : Business & Economics
ISBN : 9781259863424

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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,John Budd Pdf

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

Author : Denis Clifford,Cora Jordan
Publisher : NOLO
Page : 476 pages
File Size : 46,6 Mb
Release : 2000
Category : Business & Economics
ISBN : 0873375807

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Plan Your Estate by Denis Clifford,Cora Jordan Pdf

Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.

Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 542 pages
File Size : 45,7 Mb
Release : 2008
Category : Estate (Law)
ISBN : 0409325414

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Estate Planning by Michael John Perkins,Robert William Monahan Pdf

Trusts and estates practice is being increasingly recognised as an occupation within the legal, accounting, tax and financial services professions. Estate planning remains the strategic advisory component within this practice. An essential resource for practitioners and students involved in trusts and estates practice, this easy-to-use, practical and comprehensive guide will enable you to understand and deliver effective estate planning services using the principles, precedents, practice points, case notes and discussion questions contained in this book. Included in this edition are the legislative changes enacted since the first edition, such as changes to wills and estate law arising from the commencement of the Succession Act 2006 (NSW) on 1 March 2008 as well as changes to income tax and superannuation laws since 2005.

Author : LL B Clu Wark, Tep Kevin
Publisher : Unknown
Page : 247 pages
File Size : 51,5 Mb
Release : 2017-06
Category : Electronic
ISBN : 0993672442

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The Essential Canadian Guide to Estate Planning by LL B Clu Wark, Tep Kevin Pdf

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.

Author : Jean Blacklock,Sarah Kruger
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 47,6 Mb
Release : 2011-02-07
Category : Business & Economics
ISBN : 9781118010457

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The 50 Biggest Estate Planning Mistakes...and How to Avoid Them by Jean Blacklock,Sarah Kruger Pdf

Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.

Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 45,5 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959

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Estate Planning For Dummies by N. Brian Caverly,Jordan S. Simon Pdf

Planning for your family's future made easy! If you’re like most people, you want to be sure that, once you’ve passed on, no more of your property and money will be lost to the government than is absolutely necessary. You want to know that you’ll be leaving your heirs your assets and not your debts. You want to be absolutely certain that your will is ship-shape, your insurance policies are structured properly, and that every conceivable hole in your estate plan has been filled. And most of all, you’d like to do all of this without driving yourself crazy trying to make sense of the complicated jargon, jumble of paperwork, and welter of state and federal laws involved in the estate planning process. Written by two estate planning pros, this simple, easy-to-use guide takes the pain out of planning for your ultimate financial future. In plain English, the authors walk you step-by-step through everything you need to know to: Put your estate into order Minimize estate taxes Write a proper will Deal with probate Set up trusts Make sure your insurance policies are structured properly Plan for special situations, like becoming incompetent and pet care Craft a solid estate plan and keep it up-to-date Don’t leave the final disposition of your estate up to chance and the whims of bureaucrats. Estate Planning For Dummies gives you the complete lowdown on: Figuring out what you're really worth Mastering the basics of wills and probate Using will substitutes and dodging probate taxes Setting up protective trusts, charitable trusts, living trusts and more Making sense of state and federal inheritance taxes Avoiding the generation skipping transfer tax Minimizing all your estate-related taxes Estate planning for family businesses Creating a comprehensive estate plan Straightforward, reader-friendly, easy-to-use, Estate Planning For Dummies is the ultimate guide to planning your family’s future.

Author : Douglas Gray,John Budd
Publisher : McGraw Hill Professional
Page : 433 pages
File Size : 53,7 Mb
Release : 2011-01-07
Category : Business & Economics
ISBN : 9780071761765

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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,John Budd Pdf

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!

Author : Stuart D. Zimring,Donna R. Bashaw
Publisher : Unknown
Page : 0 pages
File Size : 50,8 Mb
Release : 2001
Category : Estate planning
ISBN : 082055068X

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California Guide to Tax, Estate & Financial Planning for the Elderly by Stuart D. Zimring,Donna R. Bashaw Pdf

Author : Michael T. Palermo
Publisher : Sterling Publishing Company, Inc.
Page : 276 pages
File Size : 52,9 Mb
Release : 2008-02
Category : Estate planning
ISBN : 9781402758607

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AARP Crash Course in Estate Planning by Michael T. Palermo Pdf

Lawyer and financial planner Michael T. Palermo explains everything you need to know about wills, trusts, and more.

Author : Vicki Cook,Amy Blacklock
Publisher : Simon and Schuster
Page : 272 pages
File Size : 48,5 Mb
Release : 2021-08-03
Category : Business & Economics
ISBN : 9781507216408

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Estate Planning 101 by Vicki Cook,Amy Blacklock Pdf

Discover the ins and outs of planning your own or your loved one’s last wishes with this easy-to-understand guide to estate planning. No one likes to talk about death, but being prepared for any unexpected tragedy can help your loved ones navigate your loss more easily in the long run. From creating your advanced medical directives to designating your beneficiaries, estate planning can ensure that your wishes are carried out when you are no longer around. With Estate Planning 101, you can get your affairs in order before any unfortunate incident occurs. This easy-to-understand guide comes with detailed information on what needs to be done to protect your estate. With information on creating a living will, minimizing estate taxes, choosing an executor, and more, you will be prepared for the future, no matter what it brings. Estate Planning 101 offers you step-by-step instructions and checklists to keep you organized for whatever life throws your way.

Author : Robert Spenceley
Publisher : CCH Canadian Limited
Page : 524 pages
File Size : 44,7 Mb
Release : 2009
Category : Estate planning
ISBN : 1554960630

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The Estate Planner's Handbook by Robert Spenceley Pdf

Author : Leigh-Alexandra Basha
Publisher : Unknown
Page : 828 pages
File Size : 47,5 Mb
Release : 2014
Category : Law
ISBN : 1627222677

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A Guide to International Estate Planning by Leigh-Alexandra Basha Pdf

With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Author : Douglas A. Gray,John Simpson Budd
Publisher : McGraw-Hill Ryerson
Page : 360 pages
File Size : 54,9 Mb
Release : 2002
Category : Estate planning
ISBN : 0070894396

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The Canadian Guide to Will and Estate Planning by Douglas A. Gray,John Simpson Budd Pdf

Author : Kathleen Adams
Publisher : Signet
Page : 468 pages
File Size : 43,6 Mb
Release : 2005
Category : Business & Economics
ISBN : 045121403X

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The Complete Estate Planning Guide by Kathleen Adams Pdf

From an experienced financial planner, here is the definitive guide to lowering taxes and accumulating capital. Completely revised and updated, this book offers an insider's look into every aspect of modern estate planning in non-technical language, including: How to calculate and reduce estate taxes, Capital investments, such as stocks, bonds, real estate, insurance, and annuities, An investor risk profile questionnaire, The benefits of divided ownership of property within the family and the maximum gift and estate tax savings possible, Why Long-Term Care Insurance is essential to protecting one's retirement savings, How to select an adviser and more.

Author : Margaret E. Rintoul
Publisher : Unknown
Page : 0 pages
File Size : 53,5 Mb
Release : 2023
Category : Electronic
ISBN : 0433525037

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PRACTITIONER'S GUIDE TO ESTATE PRACTICE IN ONTARIO. by Margaret E. Rintoul Pdf