Publisher's Synopsis
The Estate Planning Workbook is a hands–on companion to Canada′s definitive guide to estate planning, You Can′t Take It With You. Full of checklists, worksheets, and sample documents, the Estate Planning Workbook makes your estate planning even easier by helping you record and organize all your documents, plans, and wishes.
Remember, you don′t do estate planning for yourself— you do it for those you leave behind. If you own a house, RRSPs, life insurance, or even just have some savings stashed away, then you have an estate, and you need to plan for it to ensure the financial security of those you love.
The Estate Planning Workbook will help you work through all the concepts discussed in–depth in You Can′t Take It With You, and apply them to your own personal situation. The information in this Workbook can help you:
- Determine your estate planning objectives and priorities and develop your personal estate plan.
- Understand the language of estate planning and the choices available to you.
- Take a snapshot of your current financial situation and estimate the value of your estate.
- Identify key questions for your lawyer, financial advisor, accountant, or other professionals.
- Minimize how much you pay in professional fees and taxes.
- Organize all your estate planning documents and records in one place.
- Ensure that your beneficiaries benefit the way you want and your estate is distributed as quickly as possible.
