When I Die: Financial Planning for Life and Death

FEDERAL
PUBLICATIONS
INC.

When I Die: Financial Planning for Life and Death


	Format	Softcover
	Catalogue No.	978-0-7798-5019-8
	Pages	116
	Language	English only
	Price	$34.95

Written by Garry R. Duncan, B.Comm., F.C.A., CFP.
Published by Carswell Publishing, 2012.

Description:

When I Die: Financial Planning for Life and Death acts as a useful tool when people are navigating the tax aspects of their estate and the estate they leave to their families. This book provides practical tools to the reader, including a central place to record the location of the will and pertinent contact information, tips and strategies, and frequently asked questions and answers. These tools work to minimize the uncertainty and confusion that usually arises when a loved one dies.

When I Die educates readers using a simplified explanation of a rather complex area of tax for the non-professional; it describes the tax implications of death. The benefit to the reader is an improved understanding of what estate planning is, and the opportunity to plan an effective tax strategy to enhance the estate's net worth and minimize taxes on death. This book will help prepare the reader for the intricate process of estate planning and save his/her estate money by reducing the tax burden.

This interactive workbook provides tools for the reader, including:

Discussion relating to the will and its contents;
Benefits arising from the use of trusts during life and after death;
Areas to record information relating to your estate;
Basic recording tips to assist the executors;
Funeral arrangements;
Tax filings arising from a death;
Answers to frequently asked questions;
And much more.

Garry R. Duncan, F.C.A., was a senior tax partner at BDO Dunwoody LLP. He retired in 2005 and continues to consult on retirement, estate and tax planning.

From the same author:
Canadians Resident Abroad
Migration to Canada

Price and availability subject to change. Shipping and applicable taxes extra.
Questions about this product? Please e-mail us.
This page last modified: September 4, 2012

Personal Finance and Investing in Canada main page · Tax Planning main page

What's New · Home · Search · Books on Canada · Canadian Maps and Charts · Ordering · Contact Us

©Federal Publications Inc., 1998 - 2013
425 University Avenue, Ste. 401, Toronto, Ontario, Canada M5G 1T6
Phone: (416) 860-1611 or toll-free 1-888-433-3782 · E-mail: info@fedpubs.com