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Author : Denis Clifford,Cora Jordan
Publisher : NOLO
Page : 476 pages
File Size : 54,7 Mb
Release : 2000
Category : Business & Economics
ISBN : 0873375807
Covers everything from the basics about wills and living trusts to sophisticated tax-saving strategies for all estates, large and small.
Author : Margaret Kerr,JoAnn Kurtz
Publisher : John Wiley & Sons
Page : 396 pages
File Size : 53,7 Mb
Release : 2010-02-18
Category : Law
ISBN : 9780470677544
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.
Author : Susan Latremoille,Peter Creaghan
Publisher : John Wiley & Sons
Page : 192 pages
File Size : 46,8 Mb
Release : 2012-01-06
Category : Business & Economics
ISBN : 9781118089811
As the first wave of Canadian baby boomers retire over the next few years, succession planning will be vital for the long-term survival of many businesses. Canada is about to see a huge transfer of wealth from this generation to the next, yet many businesses struggle to ensure a smooth transition of business management and ownership. For family-owned companies, the ramifications may be even more sweeping. The personal issues they face, compounding other day-to-day business concerns, range from planning for income taxes to maintaining interpersonal relationships with family members. A good succession plan will manage a range of issues, such as people and talent, family dynamics, corporate structure, estate planning, insurance and share transfer, to name just a few. Who Will Take Over the Business? is for any business owner who wants to retire, sell, or transfer ownership of their business. It is designed to guide business owners through a comprehensive and strategic approach to the business succession process to ensure that the transition is carried out as smoothly as possible. Who Will Take Over the Business? is a must-have resource for every Canadian business owner.
Author : Douglas A. Gray,John Simpson Budd
Publisher : McGraw-Hill Ryerson
Page : 360 pages
File Size : 43,6 Mb
Release : 2002
Category : Estate planning
ISBN : 0070894396
Author : N. Brian Caverly,Jordan S. Simon
Publisher : John Wiley & Sons
Page : 397 pages
File Size : 45,8 Mb
Release : 2011-03-08
Category : Business & Economics
ISBN : 9781118053959
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 : Keon Chee
Publisher : Marshall Cavendish International Asia Pte Ltd
Page : 246 pages
File Size : 45,7 Mb
Release : 2020-09-24
Category : Business & Economics
ISBN : 9789814928137
With society's rising affluence, children and families stand to inherit properties and many thousands and millions of dollars when parents and relatives pass away. The importance of setting out clear instructions about the distribution of your assets or wealth while you are still alive cannot be overstated. This process of estate planning involves making a will and perhaps setting up a trust, depending on your personal circumstances. The rise of the modern family and what such a family is likely to own, add to the diversity of planning required. In addition to the traditional two-parent family, we have families with single parents, partners of different races, nationalities and faiths, and same-sex partners. The modern family is likely to own foreign assets, a business, pets and digital assets, and likely to consider charitable giving in their estate planning. In this book, well-known estate planner Keon Chee takes you through the various aspects of estate planning, including the writing of a will, the setting up of a trust, planning your Lasting Power of Attorney (LPA) and setting out other important final wishes. The author has invited several highly experienced practitioners to share their specialist knowledge throughout the book enhancing the breadth of coverage.
Author : Stuart F. Bollefer
Publisher : Unknown
Page : 324 pages
File Size : 50,6 Mb
Release : 2008
Category : Business enterprises
ISBN : 0433453532
Author : Terrance Hamilton Hall
Publisher : FriesenPress
Page : 220 pages
File Size : 52,9 Mb
Release : 2016-08-11
Category : Law
ISBN : 9781460242704
This straightforward book uses easy to understand language to educate the general public about estate planning. Often members of the public think that their estate needs are met simply by creating a will and holding assets jointly. What they do not realize is the many other tools available to them in the financial and legal fields, and advice sought in one field does not guarantee information flowing on tools used in the other. Uniquely, this book arms the general public with the knowledge to make intelligent choices among the many tools in both fields. Appendices provide an extensive checklist and inventory for estate planning and an explanation of the many acronyms used by professionals as credentials. Unique also are the backup authorities found in extensive footnotes using, wherever possible, websites freely available to the general public.
Author : Lynne Butler
Publisher : Self-Counsel Press
Page : 144 pages
File Size : 43,9 Mb
Release : 2015-03-15
Category : Law
ISBN : 9781770409446
Popular author and Senior Wills and Estate Planner Lynne Butler offers her latest in an ongoing series of estate planning advice. In this title, Ms. Butler tackles the rarely discussed personal liability of appointed executors. Personal liability is the biggest risk that estate executors and administrators can face, sometimes resulting in long drawn out dissolution of estates that can even trump the value of the initial estate. Understanding how to avoid the pitfalls through this process means that you can enjoy the benefits of being a benefactor exactly as intended in the will. Beneficiaries will also find this book useful, when they want to understand better what an executor can and cannot do.
Author : Rod Cunich
Publisher : Unknown
Page : 128 pages
File Size : 48,8 Mb
Release : 2019
Category : Estate planning
ISBN : 1925642682
Everybody needs a will, a Power of Attorney and other essential planning documents. Many of us expect to live to a ripe old age but the reality is we could lose our mental capacity or pass away at any time. So its important to start planning before its too late! This book explains in simple terms the processes and procedures needed to prepare an effective Will and other estate planning documents. Its designed to help you learn and to think about issues everyone should have some knowledge about. Often these issues are presented in a complex array of legal jargon that only lead to confusion. This book will solve that complexity problem.
Author : Sharon Hartung
Publisher : FriesenPress
Page : 175 pages
File Size : 49,6 Mb
Release : 2021-04-26
Category : Business & Economics
ISBN : 9781039113374
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.
Author : Jean Blacklock,Sarah Kruger
Publisher : John Wiley & Sons
Page : 288 pages
File Size : 49,8 Mb
Release : 2011-02-07
Category : Business & Economics
ISBN : 9781118010457
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 : Aaron Larson
Publisher : John Wiley & Sons
Page : 384 pages
File Size : 45,7 Mb
Release : 2009-03-09
Category : Law
ISBN : 9780470507711
Navigate probate, tax issues, and state laws Create an estate plan and protect your family's interests Need a will, but have no idea where to start? This friendly guide shows youhow to prepare a legal will or trust — either on your own or with professional help — and ensure that your wishes are honored. You'll handle everything from planning your bequests and writing and signing a will to selecting a trust and drafting your durable power of attorney. Discover how to: Provide for your children Hire and work with professionals Minimize tax liabilities Amend or revoke a will or trust Avoid common estate planning mistakes Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.
Author : Gary K. Stone,Jerry S. Rosenbloom
Publisher : Unknown
Page : 500 pages
File Size : 53,5 Mb
Release : 1976
Category : Law
ISBN : UOM:39015085485418
Author : Sandra E. Foster
Publisher : Wiley
Page : 0 pages
File Size : 52,9 Mb
Release : 1999-09-27
Category : Business & Economics
ISBN : 0471644285
The revised and updated edition of the bestselling You Can't Take It With You. If you own a house, RRSPs, or even just have some savings stashed away, then you have an estate. And if you don't plan for what happens to your money, your children, your house and other assets upon your death, then the government will make those decisions for you - and might end up with a bigger share than anyone else.
