The Canadian Guide to Will and Estate Planning, 3e

According to personal finance experts Doug Gray, LL.B. and John Budd, CA, “If you don’t plan ahead, the government could be your principal financial beneficiary on your demise. Two out of three Canadians don’t have a will, of which approximately 50% have children. One out of 4 Canadians will die suddenly. Few Canadians know the financial pitfalls of poor estate planning. In the early New Year, many people intend to review their will and estate matters. However, the reality is that few follow through”.

In the latest edition of their bestselling book, The Canadian Guide to Will & Estate Planning, Gray and Budd decided to look at everything with “fresh eyes”. The market meltdown in 2008 destroyed the financial plans of millions of people.   This made it imperative that people’s estate plans and wills be revisited. Even now, many people’s investment portfolios are not yet back to where they were in the fall of 2007. The authors have added a chapter on “building your estate,” which includes the fundamental principles that people should be following with respect to saving, investing, and preserving capital.  

Completely updated to reflect the latest changes in legislation and taxation, including changes in the capital gains tax and trust laws, the 3^rd  edition of The Canadian Guide to Will & Estate Planning provides savvy, practical tips on the critical decisions and choices required, such as:

 Avoiding classic pitfalls, family feuds, and spousal disputes

• Minimizing or avoiding income, probate, and capital gains taxes
• Understanding the numerous tax benefits of charitable giving
• Protecting personal and business financial interests and assets
• Selecting the right retirement residences and nursing homes, and the need for living wills

The Canadian Guide to Will & Estate Planning has been written as a comprehensive resource to educate and enlighten, and act as a catalyst to informed action. More information can be obtained from Gray’s website at: www.estateplanning.ca. Click the “Media Releases” heading at the top left on the homepage, and then on “Book Release” to see Top Estate Planning Pitfalls to Avoid, Will & Estate IQ Test Answers, and a Table of Contents with a brief summary for each chapter of the book.

About the Authors:

Doug Gray, LL.B. (Vancouver), is a former lawyer who morphed into a consultant, speaker, columnist, and author of 25 bestselling books.

John Budd, FCA (Toronto), is a chartered accountant with more than 30 years experience in tax and estate planning. He is an investment advisor and portfolio manager with a leading wealth management firm.

 

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For Publicity or to arrange author interviews, please contact Doug Blair at 905-430-5134 or by email at dougb@mcgrawhill.ca