The Canadian Guide to Will and Estate Planning

An essential resource to help you plan your estate and protect your assets

Praise for previous editions of The Canadian Guide to Will and Estate Planning:
“The authors have done a masterful job….This is a shelf reference every Canadian taxpayer and every Canadian family should have.” –THE GLOBE AND MAIL
“An informative, practical guide….The authors…cover all the bases.” –THE NATIONAL POST

Established as the go-to source of expert guidance, The Canadian Guide to Will and Estate Planning will save you money, taxes, risk, stress, and maintain peace of mind and family harmony. Completely updated to reflect the latest tax changes and with new information on charitable giving, including the donation of certain kinds of life insurance policies, this new edition explains practical strategies to:
• Avoid classic pitfalls, family feuds, and spousal disputes
• Minimize or avoid income, probate, and capital gains taxes
• Protect your digital assets
• Astutely deal with vacation properties, U.S. assets, and privately-owned businesses
 

DOUGLAS GRAY, BA, LL.B, is an entrepreneur, speaker, and author of 25 bestselling business, real estate, and personal finance books. A former lawyer, he is now an educator on estate and retirement planning. Douglas lives in Vancouver. For more information, visit: www.estateplanning.ca.
JOHN BUDD, TEP, FCPA, FCA, is a Chartered Professional Accountant with more than forty years’ experience in wealth management, tax and estate planning. He is an investment advisor and portfolio manager with a leading wealth-management firm. John lives with his family in Toronto. For more information, visit: www.cumberlandprivate.com.

John W. Budd is a professor in the Center for Human Resources and Labor Studies at the University of Minnesota’s Carlson School of Management, where he holds the Industrial Relations Land Grant Chair. He is a Phi Beta Kappa graduate of Colgate University and received M.A. and Ph.D. degrees from Princeton University. Professor Budd has taught labor relations to undergraduates, professional master’s students, and Ph.D. candidates and has received multiple departmental teaching awards as well as an excellence in education award from the Labor and Employment Relations Association (LERA). He has served on LERA’s education committee and executive board and has published journal articles about teaching labor relations. Professor Budd’s main research interests are in industrial relations, especially labor relations. He is the author of The Thought of Work (Cornell University Press) Employment with a Human Face: Balancing Efficiency, Equity, and Voice (Cornell University Press), and Invisible Hands, Invisible Objectives: Bringing Workplace Law and Public Policy into Focus (with Stephen Befort, Stanford University Press) and the coeditor of The Ethics of Human Resources and Industrial Relations (with James Scoville, Labor and Employment Relations Association). He has also published numerous articles in Industrial and Labor Relations Review, Industrial Relations, the Journal of Labor Economics, the British Journal of Industrial Relations, the Journal of Industrial Relations, Labor Studies Journal, and other journals and edited volumes. He is a LERA Fellow and serves on the editorial boards of the British Journal of Industrial Relations, ILR Review, Human Resource Management Journal, and Labour and Industry. Professor Budd has been the director of the University of Minnesota’s Center for Human Resources and Labor Studies and has also served as director of graduate studies for Minnesota’s graduate program in human resources and industrial relations, one of the oldest and largest such graduate programs in the United States. He also has a monthly blog called “Whither Work?”