Details

Wills and Estate Planning For Canadians For Dummies

2. Aufl.

von: Margaret Kerr, JoAnn Kurtz
12,99 €
Verlag:	Wiley
Format:	EPUB
Veröffentl.:	18.02.2010
ISBN/EAN:	9780470677544
Sprache:	englisch
Anzahl Seiten:	384

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Beschreibungen

Titelbeschreibung

Wills & Estate Planning For Canadians For Dummies walks you through the steps of planning your estate. This friendly guide will help you <ul type="disc"> <li>Reduce the tax you or your estate will pay </li> <li>Plan for your children's future </li> <li>Leave a charitable legacy </li> <li>Decipher the legal lingo in wills </li> <li>Prepare a living will to ensure you get the treatment you want </li> <li>Hire an estate planning team that will meet your needs </li> </ul> 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.

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 Your Estate 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 Insurance Revealed 55 Chapter 5: Free to a Good Home: Giving Away Your Things Before You 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 and Executor 115 Chapter 8: Who’s Minding the Kids? Planning Your Children’s Future 129 Chapter 9: Giving Them the Business: What to Do with the Family Firm 143 Chapter 10: You Gave at the Office, But : Charitable Donations 159 Chapter 11: Goodbye to All That: Plan Your Funeral and Organ Donation 177 Part IV: Putting Your Plan into Action 195 Chapter 12: If There’s No Will There’s No Way: Why You Need a Will 197 Chapter 13: Will Power 209 Chapter 14: Powers of Attorney: Who’ll Manage Your Money for You if You Can’t? 239 Chapter 15: Living Wills: Caring for You if You Can’t Care for Yourself 255 Chapter 16: Getting Professional Help 269 Part V: Readying Your Estate and Keeping It Up to Date 289 Chapter 17: Don’t Leave a Mess Behind: Putting Your Affairs 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 Lawyer 321 Chapter 20: Ten Tips for Using Your Computer for Estate Planning 325 Appendix A: Prepare to Meet Your Lawyer 329 Appendix B: Instructions for Your Executor 339 Appendix C: Inventory for Your Executor 345 Index 349

Autorenportrait

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.

Back cover copy

Leave what matters to those who matter with this smart, sensible guide Worried about what will happen to your assets after you're gone? Relax! This straightforward, friendly guide will help you create an estate plan and protect your family's interests. From minimizing estate taxes to selecting an executor to ensuring that your lawyer drafts a will that meets all of your needs, this book will help you put your affairs in order. <ul> <li> Get to know the basics — understand what estate planning is, why you need a will, and why will kits can cause costly problems for your heirs </li> <li> Reduce your estate's tax burden — know how estates are taxed and explore strategies that minimize your estate's taxes </li> <li> Find a lawyer you can trust — know what questions to ask prospective candidates and what information to provide to make the best use of your lawyer </li> <li> Choose the best insurance option for you — find the right amount of protection at the best possible price </li> <li> Plan for your children's future — select a guardian for your children and learn how to establish a trust to support them </li> <li> Decide what to do with your small business —determine the best time to sell or discover how to hand down your business to your family </li> <li> Decipher wills — investigate the components of a will and how to help your lawyer craft your ideal will </li> <li> Protect yourself through a living will and power of attorney — make certain that you obtain the treatment you want and that your finances are taken care of when you're ill </li> </ul> Open the book and find: <ul> <li> How to calculate your estate's worth </li> <li> Why giving away some things now may save your estate in taxes </li> <li> How trusts can help you carry out your wishes after you're gone </li> <li> Ways to give to charity that help your favourite cause and your estate </li> <li> Your funeral options and what they cost </li> <li> How to create a power of attorney </li> <li> When and how to revise your estate plan </li> </ul> Learn to: <ul> <li> Create an estate plan that protects your loved ones </li> <li> Choose an insurance policy that meets your needs </li> <li> Arrange for a living will and power of attorney </li> <li> Reduce your estate's tax bill </li> </ul>