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You Can't Take it With You: Common-Sense Estate Planning for Canadians Paperback – Dec 14 2006

4.5 out of 5 stars 2 customer reviews

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Product Details

  • Paperback: 352 pages
  • Publisher: Wiley; 5 edition (Dec 14 2006)
  • Language: English
  • ISBN-10: 0470838469
  • ISBN-13: 978-0470838464
  • Product Dimensions: 15 x 2 x 22.5 cm
  • Shipping Weight: 499 g
  • Average Customer Review: 4.5 out of 5 stars 2 customer reviews
  • Amazon Bestsellers Rank: #137,090 in Books (See Top 100 in Books)
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Product Description

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More planning goes into estate planning than most people realize. Because it has implications beyond legal, tax, and family dynamics, leaving a financial legacy involves more than deathbed whispers. Sandra Foster's framework for estate planning in You Can't Take It With You consists of the six D's: decide, design, develop, discuss, document, and distribute. Charts and checklists in the companion Estate Planning Workbook (sold separately) assist with the six steps. You want to follow the advice in You Can't Take It With You as much for your children as for yourself. With practical examples, tips, tables, summaries, what-ifs, and Q&A, it covers wills, powers of attorney, taxes, guardianship for minor children, and funeral planning--all the areas we would rather not think about but must if we are going to leave something for our families. It's not a do-it-yourself book, but rather an aid to help you navigate the process and prepare you to talk to the lawyers, accountants, financial planners, and trustees who have to be consulted.

"Estate Planning is not something reserved for the elderly," Foster explains. "It is as much about life as it is about death." Nor is it just for the fabulously wealthy; anyone who owns a dwelling, has some jewellery or family heirlooms stashed away, or a savings account should plan their estate. Besides, if you don't decide what to do with your wealth while you're alive, the government could distribute it for you after you're gone. --Edward Trapunski --This text refers to an alternate Paperback edition.


"You Can’t Take It With You is a highly organized, easily usable foray into a topic that generally fills us with either tedium or dread…offers straightforward discussions of thorny issues.... Maybe you can’t take it with you. But before you go, this book will help you find out the next best things to do with it."
—Martin Levin, The Globe & Mail

"…astonishingly good. It’s a fine reference book and an essential guide to those who have or will have wills to sign, estates to administer, or assets to pass on to future generations."
—Andrew Allentuck, Quill & Quire

"It addresses more estate-planning issues than any other book I have seen and…gives balanced sensible advice.... I’m adding it to my recommended list of personal finance books."
—Ron Chalmers, Money Matters, The Edmonton Journal

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Format: Paperback Verified Purchase
I think the title says it all. If retirement/estate planning is looming on the horizon (even 20 yrs out) this book is a great place to start. Lots of practical advise clearly written and accessible to the average Canadian. Buy it, put it on your shelf and refer to it when you have specific questions. Not something you will read cover to cover in a weekend (unlike the updated version of "Wealthy Barber") but an essential reference for your retirement planning library. Wide range of topics applicable to both wealthy and average Canadians alike.
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Format: Paperback Verified Purchase
I am the only person in class who has found a copy and received it! Makes it so much easier to do what I need to do.

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Most Helpful Customer Reviews on Amazon.com (beta)

Amazon.com: HASH(0xa1bfdd14) out of 5 stars 1 review
HASH(0xa1c02b64) out of 5 stars Five Stars May 30 2015
By Anonymous - Published on Amazon.com
Format: Paperback
PPP=Perfectly pleasing purchase