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Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow, Fourth Edition 4th Revised edition [Pehme köide]

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  • Formaat: Paperback / softback, 456 pages, kõrgus x laius x paksus: 234x191x28 mm, kaal: 766 g
  • Ilmumisaeg: 25-Aug-2017
  • Kirjastus: McGraw Hill Higher Education
  • ISBN-10: 1259863417
  • ISBN-13: 9781259863417
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Canadian Guide to Will and Estate Planning: Everything You Need to Know Today to Protect Your Wealth and Your Family Tomorrow, Fourth Edition 4th Revised editionSuurem pilt
  • Formaat: Paperback / softback, 456 pages, kõrgus x laius x paksus: 234x191x28 mm, kaal: 766 g
  • Ilmumisaeg: 25-Aug-2017
  • Kirjastus: McGraw Hill Higher Education
  • ISBN-10: 1259863417
  • ISBN-13: 9781259863417
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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
 

Chapter 1 What is Estate Planning?
1(8)
Stages of Estate Planning Over Your Lifetime
Top 10 Pitfalls to Avoid in Will and Estate Planning
Chapter 2 What Assets Will You Have?
9(30)
How Much Are You Worth?
Government Pension Plans
Pension Plans Funded by Your Employer
Your Own Tax-Sheltered Pension Plans
Using Your Home as an Additional Source of Income
Insurance for Your Present and Future Needs
Are Your Deposit Monies, RRSPs, RRIFs, Annuities and Insurance Funds Protected Against Default?
Keeping Track of Risk
Key Issues with Digital Assets and Estate Planning
Chapter 3 Building Your Estate
39(10)
Chapter 4 Understanding Wills
49(32)
What Happens If There is No Will?
What's in a Will?
Reflecting Your Wishes---Special Clauses in Your Will
Writing a Memorandum to Your Will
Keep Your Will Current
How to Change Your Will
Revoking Your Will
Is Your Will Valid in the U.S. for U.S. Assets?
Preparing a Will
Benefits of Using the Services of a Trust Company
The Complementary Document---Power of Attorney
Protecting Yourself in All Circumstances
Selecting an Executor
Selecting a Trustee
Selecting a Guardian for Your Children
Impact of Family Law Legislation
Fees and Expenses
How to Avoid Your Will Being Contested
Chapter 5 Understanding Powers of Attorney and Living Wills
81(16)
Designating Power of Attorney
Living Wills
Chapter 6 Understanding Trusts
97(18)
Types of Trusts
The Creative Use of Living Trusts
Creating a Testamentary Trust
Selecting a Trustee
Benefits of Using the Services of a Trust Company
What Are the Fees and Expenses?
Outlining Everything in a Trust Agreement
The Tax Implications of a Trust
Chapter 7 Understanding the Probate Process
115(18)
What is Probate?
Administration of the Estate
Responsibilities of the Executor/Administrator
Fees for Executors
Potential Liability of the Executor
Joint Ownership
Making the Most of It---Reducing Probate Fees
Chapter 8 Death and Taxes
133(22)
The History of Estate Taxes in Canada
Capital Gains Taxation in Canada
Capital Gains Taxation on Death
Capital Gains Taxation on Gifts During Your Lifetime
Other Taxes That Could Be Payable by an Estate
Chapter 9 Dealing with the Tax Department and Estate Administration
155(12)
Income Tax Returns for the Deceased
Special Tax Rules Applicable to Deceased Taxpayers
Tax Returns to Be Filed by the Executors for the Estate
Winding up the Estate
Chapter 10 Tax Planning Strategies
167(14)
Your Primary Tax Planning Goals
Your General Estate Planning Objectives
Transferring Property to Your Spouse
Utilizing the $800,000 Plus Capital Gains Exemption for Small Business Corporation Shares
Utilizing the Farm Property Rollover
Estate Freezing
Using Family Trusts for Income Splitting and Estate Planning
Chapter 11 Tax and Estate Planning If You Own U.S. Assets
181(22)
Do U.S. Tax Laws Apply to You?
Residency and the Tax Treaty
Summary of Guidelines Regarding Filing a U.S. Income Tax Return
The IRS Wants Your Number
The IRS Has Your Number
Deadlines for Filing with the IRS
Rental Income from U.S. Real Estate
Selling Your U.S. Real Estate
U.S. Gift Tax
Possible Simultaneous U.S. and Canadian Taxes on Death
The Canada/U.S. Tax Treaty
Strategies for Reducing U.S. Estate Tax on Your U.S. Assets
Chapter 12 Vacation Properties
203(18)
Keeping Things in Perspective
The Principal Residence Exemption
Will Planning and Your Vacation Property
Planning Strategies for Your Vacation Home
Should You Pay Tax Now or Later?
Buying Life Insurance to Cover Future Tax Liabilities
Using a Corporation to Own Your Vacation Property
Chapter 13 Privately-Owned Businesses
221(20)
The Importance of Having a Plan
The Planning Process
Tax Planning in the Family Business
Shareholder Agreements
Creditor-Proofing Your Business
Chapter 14 Charitable Giving and Philanthropy
241(16)
Tax Incentives for Charitable Gifts
Types of Donations
Private Foundations
Pitfalls to Avoid and Tips to Consider When Estate Planning
Chapter 15 Life, Health and Disability Insurance
257(22)
Identifying the Need for Life Insurance
Types of Life Insurance
Choosing an Insurance Agent
Choosing a Life Insurance Company
Comparison of Group Insurance Over Individual Insurance
Income Tax Treatment of Life Insurance
Health and Disability Insurance
Business-Related Insurance
Chapter 16 Selecting Professional Advisors
279(26)
General Factors to Consider When Selecting an Advisor
Selecting a Lawyer
Selecting an Accountant
Selecting a Financial Planner
Other Financial and Investment Advisors
Chapter 17 Selecting Retirement Residences and Care Facilities
305(8)
Where Do I Start?
What is a Retirement Residence?
What is a Care Facility?
Regulations, Licensing and Accreditation
Chapter 18 Planning Your Funeral
313(22)
What is a Funeral?
Arranging Your Funeral Services in Advance
Make Your Funeral or Memorial Service More Memorable
Expressions of Sympathy
When Death Requires an Autopsy
Documents and Permits
Support Services
Making the Arrangements Yourself' Selecting a Funeral Provider
Understanding Funeral Costs
The Funeral Service
Burial or Cremation?
The Availability of Financial Benefits and Assistance
Organ Donations and Medical Research
Appendix A Sources of Information 335(6)
Appendix B Samples 341(14)
Appendix C Charts 355(8)
Appendix D Checklists 363(42)
Glossary 405(8)
Index 413(12)
About the Authors 425(1)
Reader Input and Educational Seminars 426
DOUGLAS GRAY, LL.B., is a Vancouver-based expert on estate and retirement planning. Formerly a practicing business and real estate lawyer, he is now a consultant, speaker, columnist and author of 25 bestselling business and personal finance books (published primarily by McGraw-Hill and John Wiley & Sons), including the Top 10 National Best-seller, The Canadian Snowbird Guide. Many of these books have been published in other languages and adapted for foreign jurisdictions. Douglas has also designed a real estate investment software program for McGraw-Hill Ryerson and has been a regular expert contributor on personal finances issues for various internet sites and CD-ROM products, including Microsoft Money and QuickTaxHome and Business. He has also been a regular contributor to the Microsoft Canada Small Business web site and the Microsoft Network Canadian Money Central web site. Douglas has given seminars and presentations to over 250,000 people nationally and internationally in his various areas of expertise. Frequently interviewed by the media as an authority on personal finance and retirement matters, Douglas has appeared many times on various CBC, CTV and Global TV programs. He has given over 1,500 media interviews. He has been a regular columnist for Profit, Computer Paper, Canadian Computer Wholesaler, Canada News and Forever Young and a nationally syndicated columnist for Southam Press. He has also been a periodic contributor to the Globe and Mail, Toronto Star, House and Home, Macleans, Good Times, Canadian Moneysaver, Advisers Edge, The Successful Investor and many other publications.His family of web sites includes estateplanning.ca, retirementplanning.ca, snowbird.ca, homebuyer.ca and smallbiz.ca. DIANA GRAY is an experienced business owner and consultant. Her company provides centralized business services to small and medium-sized companies as well as home-based businesses. Diana lives in Vancouver, BC.





John W. Budd is a professor in the Center for Human Resources and Labor Studies at the University of Minnesotas Carlson School of Management, where he holds the Industrial Relations Land Grant Chair. He is a Phi Beta Kappa graduate of Colgate University and received M.A. and Ph.D. degrees from Princeton University. Professor Budd has taught labor relations to undergraduates, professional masters students, and Ph.D. candidates and has received multiple departmental teaching awards as well as an excellence in education award from the Labor and Employment Relations Association (LERA). He has served on LERAs education committee and executive board and has published journal articles about teaching labor relations. Professor Budds main research interests are in industrial relations, especially labor relations. He is the author of The Thought of Work (Cornell University Press) Employment with a Human Face: Balancing Efficiency, Equity, and Voice (Cornell University Press), and Invisible Hands, Invisible Objectives: Bringing Workplace Law and Public Policy into Focus (with Stephen Befort, Stanford University Press) and the coeditor of The Ethics of Human Resources and Industrial Relations (with James Scoville, Labor and Employment Relations Association). He has also published numerous articles in Industrial and Labor Relations Review, Industrial Relations, the Journal of Labor Economics, the British Journal of Industrial Relations, the Journal of Industrial Relations, Labor Studies Journal, and other journals and edited volumes. He is a LERA Fellow and serves on the editorial boards of the British Journal of Industrial Relations, ILR Review, Human Resource Management Journal, and Labour and Industry. Professor Budd has been the director of the University of Minnesotas Center for Human Resources and Labor Studies and has also served as director of graduate studies for Minnesotas graduate program in human resources and industrial relations, one of the oldest and largest such graduate programs in the United States. He also has a monthly blog called Whither Work?