You can't take it with you : common-sense estate planning for Canadians
Available Copies by Location
| Location | |
|---|---|
| Victoria | Available |
Other Formats
Browse Related Items
| Subject |
| Estate planning > Canada. Inheritance and succession > Canada. |
- ISBN: 0470838469
- ISBN: 9780470838464
- Physical Description xxix, 353 pages
- Edition 5th ed.
- Publisher Mississauga, Ont. : Wiley, [2007]
- Copyright ©2007
Content descriptions
| General Note: | Includes index. |
| Immediate Source of Acquisition Note: | LSC 27.99 |
Additional Information
You Can't Take It with You : Common-Sense Estate Planning for Canadians
Click an element below to view details:
Table of Contents
You Can't Take It with You : Common-Sense Estate Planning for Canadians
| Section | Section Description | Page Number |
|---|---|---|
| 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 | ||
| Transfers to a Spouse or Partner | ||
| Assets Not Left to a Spouse (not including your RRSP/RRIF) | ||
| Tax Implications When Making Bequests in Your Will | ||
| Capital Gains and Losses | ||
| Registered Plans: RRSPs and RRIFs | ||
| Farm Property.U.S. Estate Taxes | ||
| Summary | ||
| Chapter 9 | Filing the Final Income Tax Returns | |
| Due Dates_Or Should I Say Deadlines?.Final Returns | ||
| Tax Returns for the Estate and Testamentary Trust | ||
| Chapter 10 | Family Law and Your Estate Plan | |
| Support and Maintenance | ||
| Marriage and Remarriage | ||
| Common-Law Relationships | ||
| Separation | ||
| Divorce | ||
| Moving | ||
| Matrimonial Property | ||
| Marriage Contracts | ||
| Family Law for Ontario Residents | ||
| In Quebec | ||
| Summary | ||
| Chapter 11 | Life Insurance | |
| Common Uses for Insurance in Estate Planning | ||
| Buying Life Insurance | ||
| Life Insurance Worksheet | ||
| Too Much or Too Little? | ||
| Purchasing Life Insurance | ||
| Naming a Benefi ciary | ||
| Life Insurance Premiums versus Income Tax | ||
| Joint Life Insurance Policies | ||
| Living Benefi ts.Segregated Funds | ||
| Summary | ||
| Chapter 12 | Trusts | |
| The Trust Agreement | ||
| Benefi ciaries | ||
| The Trustee | ||
| Testamentary Trusts | ||
| Inter Vivos Trusts | ||
| Bearer Trusts | ||
| Trusts and Taxes | ||
| Costs for Establishing and Maintaining a Trust | ||
| Dealing with the Family Cottage | ||
| Summary | ||
| Chapter 13 | Business Succession Planning | |
| Is Your Business Highly Dependent on You? | ||
| Selling the Business | ||
| Keeping it in the Family | ||
| Tax Planning | ||
| Needs of Business Partners/Shareholders | ||
| If Your Business is a Farm | ||
| Summary | ||
| Chapter 14 | Gift Planning | |
| Maximizing the Tax Benefi ts of Gift Planning | ||
| Ways to Make Planned Gifts | ||
| Gifts through Life Insurance | ||
| Gifts to Foundations | ||
| Gifts to Government | ||
| Other Types of Gifts | ||
| The Process of Gift Planning | ||
| Summary | ||
| Chapter 15 | Documents Concerning Health Care | |
| Power of Attorney for Health or Personal Care | ||
| Living Will | ||
| Considerations When Preparing Power of Attorney for Personal Care | ||
| Summary | ||
| Chapter 16 | The Final Gift | |
| Organ and Tissue Donations | ||
| Donating Your Body for Medical Research | ||
| Summary | ||
| Chapter 17 | Planning Your Funeral | |
| Executor's Responsibility | ||
| Costs | ||
| Preplanning | ||
| Prepaid Funerals | ||
| Chapter 18 | You Can't Take it with You | |
| Steps in Developing Your Estate Plan | ||
| Getting Organized and Keeping Records | ||
| Tax Planning | ||
| Working with Professionals | ||
| Chapter 19 | It's an Ongoing Process | |
| Moving through the Stages of Life | ||
| The Six D's Revisited | ||
| Talking with Your Family | ||
| Now Do It!Final Words | ||
| Appendix 1 | List of Duties for an Executor or Estate Trustee | |
| Appendix 2 | List of Duties for Your Representative When Making Financial Decisions | |
| Appendix 3 | List of Duties for Your Representative When Making Personal and Health Care Decisions | |
| Glossary | ||
| Index | ||
| Order Form | ||
| About The Author |
Descriptive content provided by Syndetics™, a ProQuest® service.
Click here for Terms of Use.
Click here for Terms of Use.
