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• Title:The Canadian guide to will and estate planning : everything you need to know today to protect your wealth and your family tomorrow / Douglas Gray and John S. Budd.
  
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• Author/Creator:Gray, Douglas A., author.
  
• Other Contributors/Collections:Budd, John S. (John Simpson), 1945- author.
  
• Published/Created:New York : McGraw-Hill Education, [2018]
  

• Holdings

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  • Location: c.1  Temporarily shelved at LAW LIBRARY reference room (level 2)Where is this?
    
  • Call Number: KE808 .G73 2018
    
  • Number of Items:1
    
  • Status:Available
    

   
• Library of Congress Subjects:Wills--Canada.
  Estate planning--Canada.
  
• Edition:Fourth edition.
  
• Description:xiii, 426 pages ; 24 cm
  
• Notes:Includes bibliographical references and index.
  
• ISBN:9781259863417 paperback
  1259863417 paperback
  
• Contents:Machine generated contents note: ch. 1 What is Estate Planning?
  Stages of Estate Planning Over Your Lifetime
  Top 10 Pitfalls to Avoid in Will and Estate Planning
  ch. 2 What Assets Will You Have?
  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
  ch. 3 Building Your Estate
  ch. 4 Understanding Wills
  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
  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
  ch. 5 Understanding Powers of Attorney and Living Wills
  Designating Power of Attorney
  Living Wills
  ch. 6 Understanding Trusts
  Types of Trusts
  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
  Tax Implications of a Trust
  ch. 7 Understanding the Probate Process
  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
  ch. 8 Death and Taxes
  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
  ch. 9 Dealing with the Tax Department and Estate Administration
  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
  ch. 10 Tax Planning Strategies
  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
  ch. 11 Tax and Estate Planning If You Own U.S. Assets
  Do U.S. Tax Laws Apply to You?
  Residency and the Tax Treaty
  Summary of Guidelines Regarding Filing a U.S. Income Tax Return
  IRS Wants Your Number
  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
  Canada/U.S. Tax Treaty
  Strategies for Reducing U.S. Estate Tax on Your U.S. Assets
  ch. 12 Vacation Properties
  Keeping Things in Perspective
  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
  ch. 13 Privately-Owned Businesses
  Importance of Having a Plan
  Planning Process
  Tax Planning in the Family Business
  Shareholder Agreements
  Creditor-Proofing Your Business
  ch. 14 Charitable Giving and Philanthropy
  Tax Incentives for Charitable Gifts
  Types of Donations
  Private Foundations
  Pitfalls to Avoid and Tips to Consider When Estate Planning
  ch. 15 Life, Health and Disability Insurance
  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
  ch. 16 Selecting Professional Advisors
  General Factors to Consider When Selecting an Advisor
  Selecting a Lawyer
  Selecting an Accountant
  Selecting a Financial Planner
  Other Financial and Investment Advisors
  ch. 17 Selecting Retirement Residences and Care Facilities
  Where Do I Start?
  What is a Retirement Residence?
  What is a Care Facility?
  Regulations, Licensing and Accreditation
  ch. 18 Planning Your Funeral
  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
  Funeral Service
  Burial or Cremation?
  Availability of Financial Benefits and Assistance
  Organ Donations and Medical Research.