The Essential Canadian Guide to Estate Planning

Book excerpt: In a simple and entertaining style, Kevin Wark delivers an important message - anyone who has something of value needs an estate plan, and sooner rather than later! Today, the majority of baby boomers are entering their retirement years. They have not only accumulated significant assets during their lifetimes, but also stand to receive meaningful inheritances. Now is the time for them to consider strategies to protect and increase their wealth - for their peace of mind as well as their families. The Essential Canadian Guide to Estate Planning will help younger and older generations alike get their estate plans in order. Readers will learn about planning for retirement; wills, trusts and powers of attorney;probate planning;charitable gifting;family law and special needs dependents;the role of life insurance; and business transition strategies. Featuring numerous case studies, worksheets, index and a glossary of terms, The Essential Canadian Guide to Estate Planning is an indispensable and painless guide in the journey towards greater peace of mind.