Overview

Now in its second edition, Smart Tips for Estate Planning gives you what you need to avoid the trap of having an inappropriate cookie-cutter Will and estate plan. Instead, you will learn how to legally take advantage of tax breaks, avoid unnecessary probate fees, thwart creditors, and establish trusts for your children and grandchildren. Canadians who use the ideas in Smart Tips for Estate Planning will be able to develop fully customized estate plans that protect families, safeguard assets, bring peace of mind, and leave a legacy for future generations. Not only is this book packed with great information and knowledge in an easy to read format but the stories at the end of each chapter bring real life into theoretical planning.

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9781461017837

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Jim Yih, B.Comm, PRP, CSA. A familiar face to many, Jim Yih is one of Canada's leading authorities on retirement, investing and personal finance. He has become a source for the media as his analysis and research have been sought after by the Globe and Mail, The National Post, The Edmonton Journal, The Calgary Herald, The Montreal Gazette, The Vancouver Sun, Investopedia.com and many other publications across Canada. In addition to Jim's sought after presentations, Jim writes a regular syndicated column for The Edmonton Journal and other CanWest papers. His column can also be found at Canadian Business Online, FundLibrary.com, The Canadian Investment Journal, WealthWebGurus.com and the Canadian Money Saver magazine. Jim has authored two other books; the best seller, Mutual Fundamentals (first edition) and the Seven Strategies to Guarantee Your Investments. Most recently, Jim has created a software program called My Estate Organizer, which is a tool designed to help people take the most crucial first step in estate planning - getting organized. In fact, this book is intended to work in conjunction with My Estate Organizer. Marvin Toy, B.Comm, LLB. Marvin is a lawyer who has practiced in the fields of tax law and estate planning over the past 12 years. As a practicing lawyer, he served the clients of Felesky Flynn, LLP, the leading tax law firm in Alberta. He has also provided estate planning, estate settlement, and trust administration services to the clients of CIBC Trust Company and MD Private Trust Company (a trust company exclusively serving medical doctors and their families). He has guest lectured for the Canadian Bar Association and the Faculty of Law at the University of Alberta (his alma mater). In his tax and estate planning work, he has strived to make a difficult subject easier for his clients and his colleagues.

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