Kerr / Kurtz Wills and Estate Planning For Canadians For Dummies

Erscheinungsjahr 2015
ISBN: 978-0-470-67755-1
Verlag: John Wiley & Sons
Format: PDF
Kopierschutz: Adobe DRM (»Systemvoraussetzungen)

E-Book, Englisch, 384 Seiten, E-Book

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.

Autoren/Hrsg.

Kerr, Margaret

Kurtz, JoAnn

Inhaltsverzeichnis

Introduction 1
Part I: Estate Planning Basics 5
Chapter 1: What Is Estate Planning, Anyway? 7
Chapter 2: What Are You Worth? Preparing an Inventory of YourEstate 17
Chapter 3: The Taxman Cometh: Taxes and Your Estate 23
Part II: Estate Planning Tools 53
Chapter 4: Money to Die For: The Mysteries of Life InsuranceRevealed 55
Chapter 5: Free to a Good Home: Giving Away Your Things BeforeYou Die 81
Chapter 6: Pass the Buck: Using Trusts in Estate Planning 93
Part III: Creating an Estate Plan 113
Chapter 7: A Crew for Your Ship of Estate: Beneficiaries andExecutor 115
Chapter 8: Who's Minding the Kids? Planning YourChildren's Future 129
Chapter 9: Giving Them the Business: What to Do with the FamilyFirm 143
Chapter 10: You Gave at the Office, But . . . : CharitableDonations 159
Chapter 11: Goodbye to All That: Plan Your Funeral and OrganDonation 177
Part IV: Putting Your Plan into Action 195
Chapter 12: If There's No Will There's No Way: WhyYou Need a Will 197
Chapter 13: Will Power 209
Chapter 14: Powers of Attorney: Who'll Manage Your Moneyfor You if You Can't? 239
Chapter 15: Living Wills: Caring for You if You Can't Carefor Yourself 255
Chapter 16: Getting Professional Help 269
Part V: Readying Your Estate and Keeping It Up to Date289
Chapter 17: Don't Leave a Mess Behind: Putting YourAffairs in Order 291
Chapter 18: It's Even Better the Second Time Around:Updating Your Estate Plan 303
Part VI: The Part of Tens 319
Chapter 19: Ten Questions to Ask Before You Hire a Lawyer321
Chapter 20: Ten Tips for Using Your Computer for Estate Planning325
Appendix A: Prepare to Meet Your Lawyer 329
Appendix B: Instructions for Your Executor 339
Appendix C: Inventory for Your Executor 345
Index 349

Über Autor(innen)

Margaret Kerr and JoAnn Kurtz are lawyers and authors. Together, they have written the bestselling Canadian Small Business Kit For Dummies as well as Facing a Death in the Family.