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Author : Caroline Rhéaume
Publisher : Unknown
Page : 560 pages
File Size : 55,5 Mb
Release : 2016
Category : Estate planning
ISBN : 155496895X
Author : Douglas Gray,John Budd
Publisher : McGraw Hill Professional
Page : 432 pages
File Size : 51,7 Mb
Release : 2011-01-07
Category : Law
ISBN : 9780071761765
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 : Jacques T. Schlenger
Publisher : MICHIE
Page : 704 pages
File Size : 55,6 Mb
Release : 1988
Category : Estate planning
ISBN : MINN:31951002631730V
This work examines wealth from a tax strategist's point of view. Investment, management, and disposition strategies such as stocks and bonds, holding companies, partnerships, annuities, IRAs, and trusts are discussed and analyzed in terms of the tax benefits involved. Relevant aspects of estate planning and will preparation are also covered.
Author : Caroline Rhéaume
Publisher : Unknown
Page : 128 pages
File Size : 51,5 Mb
Release : 2018
Category : Electronic
ISBN : 1554969921
Author : Donald D. Kozusko,Jeffrey A. Schoenblum
Publisher : Section of Real Property Probate & Trust Law
Page : 964 pages
File Size : 46,7 Mb
Release : 1991
Category : Law
ISBN : STANFORD:36105043588636
Author : Emma Chamberlain,Chris Whitehouse
Publisher : Unknown
Page : 471 pages
File Size : 43,8 Mb
Release : 2009
Category : Capital levy
ISBN : 0414040112
Pre-owned Assets and Tax Planning Strategies
Author : Charles D. Fox,Thomas W. Abendroth
Publisher : Unknown
Page : 172 pages
File Size : 47,9 Mb
Release : 2001
Category : Business & Economics
ISBN : STANFORD:36105062987842
"This book is intended to be the concise, practical reference on the implications of the recently enacted phase-out and deferred repeal of the estate and GST taxes, and the modifications to the gift tax, for all financial aid professionals, whether they are attorneys, accountants, fiduciaries, insurance agents, family office managers, or other professionals active in the estate planning field. The book summarizes the key components of the Economic Growth and Tax Relief Reconciliation Act of 2001 relating to estate planning ... the text explains how the law works, what planning opportunities and strategies will be available for clients and customers, and what planning techniques are rendered unnecessary by the new legislation ... [it] also examines areas in which the new legislation is unclear ... [and] provides samples of new or revised forms."--Preface.
Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 649 pages
File Size : 55,6 Mb
Release : 2011
Category : Estate planning
ISBN : 040932826X
Trusts and estates practice has become 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.
Author : Anonim
Publisher : Unknown
Page : 0 pages
File Size : 51,5 Mb
Release : 2008
Category : Estate planning
ISBN : 0314987002
Trusts and Estates Legal Strategies is an authoritative, insiders perspective on successfully drafting and executing estate plans. Featuring partners and chairs from some of the nations leading law firms, these experts discuss strategies for understanding a clients objectives, analyzing and planning a strategy, and implementing and monitoring an estate plan. From educating the client and determining the clients goals to executing legal strategies, these authors discuss credit shelter planning, transfer tax, gift tax, GST tax exemption, and more. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today as these experienced lawyers offer up their thoughts around the keys to success within this dynamic field.
Author : Lewis D. Solomon,Lewis J. Saret
Publisher : Aspen Publishers
Page : 558 pages
File Size : 47,9 Mb
Release : 1993
Category : Debtor and creditor
ISBN : MINN:31951D01351645H
In Volume II, get the forms and other tools you need to put an asset protection plan into effect. From difficult-to-locate offshore trust forms, to IRS forms that clients and foreign trusts must file, this resource provides all the forms you need. Coverage includes forms and commentary for creating business entities, domestic trusts, and the forms required for U.S. tax compliance. There are also checklists to ensure that you properly use the forms. All relevant forms are included on a free disk in WordPerfect "RM" 5.1 format that is easily convertible to other popular word-processing Programs.
Author : Strategy Institute (Toronto, Ont.),Strategy Institute Staff
Publisher : Unknown
Page : 128 pages
File Size : 46,5 Mb
Release : 1998-01
Category : Tax planning Canada Congresses
ISBN : 1896414133
Author : Emma Chamberlain,Chris Whitehouse
Publisher : Unknown
Page : 2418 pages
File Size : 52,7 Mb
Release : 2014-08-21
Category : Estate planning
ISBN : 0414028546
This title offers in-depth and practical guidance on tax planning for trusts. It explains the different inheritance tax, capital gains tax and income tax regimes and how they apply to specific trusts. It considers in detail the implications for trusts of entrepreneur's relief and the abolition of taper relief.
Author : Michael John Perkins,Robert William Monahan
Publisher : Unknown
Page : 0 pages
File Size : 48,5 Mb
Release : 2015-03-02
Category : Decedents' estates
ISBN : 0409339482
Trusts and estates practice has become 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. This fourth edition includes : The professional responsibility of estate practitioners engaged in estate planning. The roles and practical boundaries of the varying professional disciplines in estates practice. The impact of digital property in defining the extent of an estate including the recent recognition of Bitcoin as property by the Australian Taxation Office. The significance of territorial connections of clients and the impact of fiscal transparency initiatives such as the Common Reporting Standard on managing estate administration of Australian located clients. Updated legislation and case referencing with expanded examples of estate administration issues and discussion of initial planning responses
Author : Stewart H. Welch, III,Harold I. Apolinsky,Craig M. Stephens
Publisher : Wiley
Page : 0 pages
File Size : 52,8 Mb
Release : 2010-01-07
Category : Business & Economics
ISBN : 0470446455
A complete guide to planning an estate under today's tax rules When it comes to your estate-no matter how big or small it may be-you shouldn't leave anything to chance. Proper planning is necessary to protect both your assets and your heirs. Experts Stewart Welch III, Harold Apolinsky, and Craig Stephens know this better than anyone else, and in the Third Edition of J.K. Lasser's New Rules for Estate and Tax Planning, they offer valuable advice and solid strategies to help you plan your estate under today's tax rules. Packed with up-to-the-minute facts, this practical resource covers essential issues; including how new legislation will impact inheritances and trusts, the do's and don't of gifting, retirement planning, and much more. Reflects the most recent changes in tax laws as applicable to estate taxation Offers useful planning with regard to trusts, charitable contributions, life insurance, and wills Outlines the best ways to preserve your wealth through proper planning strategies Filled with in-depth insights and expert advice, this book will show you how to efficiently arrange your estate today so that you can leave more to those you care about tomorrow.
Author : Jeffrey N. Pennell,James A. The Late Casner
Publisher : Cch Incorporated
Page : 2500 pages
File Size : 43,5 Mb
Release : 2011-11
Category : Business & Economics
ISBN : 0808028308
Estate Planning provides the most encyclopedic coverage of estate planning practice, from complex transfer tax laws and essential strategy to inter vivos gifts and post-mortem activities. Providing in-depth analysis and expert guidance on the various arrangements that may be employed to dispose of wealth, this valuable reference offers exhaustive coverage of the law, strategies, and practices needed to create a comprehensive estate plan, including advice on opportunities to escape or shift the tax burden in scores of typical and not-so-typical situations.