You Can't Take It with You: Common-Sense Estate Planning for Canadians
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You Can't Take It with You: Common-Sense Estate Planning for Canadians

3.6 of 5 stars 3.60  ·  rating details  ·  5 ratings  ·  3 reviews
Since it was first published ten years ago, You Can't Take It With You has been a trusted source of advice on estate planning, and it is more relevant today than ever. The Canadian population is aging, billions of assets are set to be transferred to the next generation over the coming decade, and estate planning is quickly becoming the single biggest financial planning iss...more
ebook, 352 pages
Published January 26th 2009 by John Wiley & Sons (first published 1998)
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Laura (Kyahgirl)
I thought this was an excellent book for Canadians doing estate planning. The book touches on many important topics, the least of which is why you should do estate planning in the first place. The book is written in a simple, easy to follow style.

The topics I found useful were tax considerations for your estate plan, the uses for life insurance, an how Trusts work. God forbid that my husband and I both die while our children are young but its critical for us to have a plan for what to do with o...more
A Canadian book with very helpful information about financial planning. There is also a supplemental workbook available.
Good security ideas
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Buying and selling a book of business: What every financial advisor and planner should know Make the Most of What You've Got: Turning Your Life Savings Into Retirement Income Estate Planning Workbook: A Companion to I You Can't Take It with You/I Who's Minding Your Money?: Financial Intelligence for Canadian Investors

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