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Estate Planning Workbook: A Companion to "You Can't Take it with You"

Estate Planning Workbook: A Companion to "You Can't Take it with You" (Paperback)

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Properly organizing and accurately recording your assets are keys to ensuring financial security for yourself and your beneficiaries. This workbook shows you how to get your affairs in order. It provides practical examples, checklists, easy-to-read forms and helpful tips to ensure that you are organized in your estate planning process: financial and tax planning; will and power of attorney; life insurance; guardianship of your children; trusts and living wills; funeral planning; and more. Clear instructions are provided for the use of all forms.

BusinessPersonal financeHealth & WellbeingAdvice on the stages of life Publisher: John Wiley and Sons Ltd Publication Date: 22/01/2002 ISBN-13: 9780470831779  Details: Type: Paperback Format: Books
Availability: Unavailable. No reason given.  

Sandra E. Foster (Toronto, Ontario) is one of Canada's leading experts on personal finance and the financial services industry. She is the founder of CaratConnect, a financial services consulting firm. Ms. Foster is a frequent speaker and seminar presenter on personal finance and estate planning. She contributes regularly to Advisor's Edge. Her comments and advice have also appeared in The Globe and Mail, The Financial Post, The Toronto Star, Investment Executive, Maclean's, and more. The first three editions of You Can't Take It With You sold over 85,000 copies. She is also the author of Make the Most of What You've Got (Wiley: 0-471-64281-9) and Who's Minding Your Money? (Wiley: 0-471-64650-4).

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