The 50 Biggest Estate Planning Mistakes...and How to Avoid Them

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Lots of great information for Canadians in this book. I especially like how the authors wrapped each chapter with key points to take away. Dec 29, Evelyn rated it liked it Shelves: Finishing off the year with a well written book about Wills, Estate Planning, and the "honor" of being an Executor. Lots of really good material in this book written by two Canadian women. Is your WILL up to date? Jul 03, Laura rated it really liked it.

I found this book full of good information. I would advise anyone asked by someone to be the executor should read this first! Chip rated it it was amazing Feb 15, Logan rated it really liked it Feb 15, Kathleen rated it liked it Jan 02, Mehdi Khanahmadi rated it really liked it May 16, Donna rated it really liked it Dec 17, Craig Burns rated it really liked it Sep 12, Allan Alfonso rated it really liked it Jul 06, David added it Oct 09, Eric marked it as to-read Feb 26, Martin marked it as to-read May 15, Jennifer marked it as to-read Jun 22, Milan marked it as to-read Nov 15, Raffi marked it as to-read Dec 29, Mary Ellen marked it as to-read Aug 01, Heather marked it as to-read Jul 24, Usne marked it as to-read Dec 10, Yasin marked it as to-read May 22, Nigel D'Souza marked it as to-read Jul 18, Nam Hoang marked it as to-read Aug 20, Heather marked it as to-read Dec 16, Amy marked it as to-read Apr 16, Eric Dye marked it as to-read Apr 21, Kate marked it as to-read May 15, Alexa marked it as to-read Jul 06, Bucks14 marked it as to-read Dec 23, Holly Vipond marked it as to-read Jan 19, Artem marked it as to-read Jan 22, James Arruda marked it as to-read Mar 30, AwesomeLawyer9 marked it as to-read Apr 09, Viviana marked it as to-read Jun 30, Marc-antoine marked it as to-read Aug 15, Fabian marked it as to-read Nov 23, Alisha marked it as to-read Feb 12, Muhannad marked it as to-read Mar 25, Sue Batte is currently reading it Apr 06, There are no discussion topics on this book yet.

Penny—Wise and Pound Foolish Mistake 18 Trying to change your will by writing on the original or a copy of the will, or using too many codicils. Then Comes Baby in the Baby Carriage! Mistake 20 Not updating wills to reflect the life stages of your children. Mistake 21 Neglecting to appropriately reflect separation and divorce in your estate plan.

The 50 Biggest Estate Planning Mistakes...and How to Avoid Them

You Need a Plan, Stan Mistake 22 Neglecting to do appropriate planning for the death of key people in a privately held business or farm. Mistake 24 Naming all your children as your executors. James Bond.

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Mistake 28 Failing to adequately prepare for the possibility of dying when your children are young. Mistake 29 Not thinking through the ramifications of giving property to minor children. I Love You All the Way to the Moon and Back Mistake 30 Making the assumption that after your death your beneficiaries will understand why you have done what you did. Mistake 31 Not dealing appropriately with family s recreational property. Mistake 35 Not paying enough attention to describing the gifts in your will appropriately. Canada Revenue Who? Mistake 36 Making errors that may result in additional taxation of your estate.

Mistake 37 Misunderstanding trusts in general and mistakes in the trustee selection. The Sequel Mistake 38 Making mistakes in setting out the terms of the trusts in the will. Mistake 40 Overlooking opportunities to retaining help with administering and estate. I ve Always Been a Do—It—Yourself Kind of Gal Mistake 41 Making mistakes in retaining or working with the professionals you hire to assist you with the estate administration.

I Always Like that Susie the Best Mistake 42 Failing to fully understand the fiduciary nature of the role of the executor.


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Mistake 43 Not taking control of the state from the outset. Mistake 44 Not communicating effectively with the beneficiaries of the estate.

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Enough already! Mistake 46 Failing to keep the estate administration moving ahead in a timely manner.

10 Common Estate Planning Mistakes to Avoid [Webcast]

We request your telephone number so we can contact you in the event we have difficulty reaching you via email. We aim to respond to all questions on the same business day. Is That Snoring We Hear? Mistake 14 Taking the back seat in you own estate planning.

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Mistake 23 Selecting the wrong executor. Back Seat Driving is a Snap! Mistake 50 Being a belligerent beneficiary. I have read the Research and Markets' Privacy Policy and consent to the processing of my personal data. This document will be available for immediate download and will also be emailed to you.