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
DOUGLAS GRAY, BA, LL.B, is an entrepreneur, speaker, and author of 25 bestselling business, real estate, and personal finance books. A former lawyer, he is now an educator on estate and retirement planning. Douglas lives in Vancouver. For more information, visit: www.estateplanning.ca.
JOHN BUDD, TEP, FCPA, FCA, is a Chartered Professional Accountant with more than forty years’ experience in wealth management, tax and estate planning. He is an investment advisor and portfolio manager with a leading wealth-management firm. John lives with his family in Toronto. For more information, visit: www.cumberlandprivate.com.
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