Stepping Lightly Around the Pitfalls of Estate Planning... Estate planning is one of those unpleasant but really important tasks. Unfortunately, the process is not only hard to get started, it is then easy to make mistakes. Even the most careful and well-intentioned person can slip up along the way. Avoid the pitfalls! The 50 Biggest Estate Planning Mistakes outlines the major mistakes and their consequences in an entertaining way-and then proceeds to tell you exactly how to avoid these mistakes. Delivering practical and helpful information in a light tone, the authors help to make these sometimes difficult conversations a little easier. The book's fifty concise chapters are filled with real-life examples, organized under four key areas of mistakes: The biggest mistake of not planning at all Failing to plan for the possibility of mental incompetency Mistakes made during the estate planning process itself And common mistakes made by executors Written by personal finance and estate planning experts, Jean Blacklock and Sarah Kruger, The 50 Biggest Estate Planning Mistakes and How To Avoid Them is an essential guide for Canadians interested in planning their estates effectively, with minimal stress on their loved ones.
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Specifications
Book Details
Imprint
John Wiley & Sons Inc
Publication Year
2010
Contributors
Author Info
Jean Blacklock is a lawyer and leading expert in wealth management, with experience as a partner in a major Canadian law firm followed by a decade as an executive of Bank of Montreal. At Bank of Montreal, Jean was a frequently-quoted media spokesperson on wealth management, estate planning and administration, and issues facing high net worth families and seniors. This is Jean\'s third book and her second on estate planning: Jean is also the co-author of Food For Thought: Bringing Estate Planning to Life (John Wiley & Sons, Canada) with Susan Murphy and Judy Miyashiro.
Sarah Kruger is a business writer in wealth management, with a particular interest in the needs and interests of high net worth families. Sarah works as a consultant with Bank of Montreal, with a focus on researching and writing about succession planning for family businesses. Sarah has co-authored two books for Bank of Montreal clients, featuring the experiences and stories of Canadian and American families as their family businesses move from one generation to the next.
Dimensions
Width
23 mm
Height
221 mm
Length
147 mm
Weight
340 gr
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