When buying any book, please make sure you buy from a reliable online seller or your local bookstore.
You Can’t Take It With You: Common-Sense Estate Planning for Canadians (6th edition) takes you step-by-step through the estate planning process. It reflects current trends and continues to be a trusted resource for common-sense estate planning for Canadians and their families. It is packed with personal, financial, and legal considerations.
Written in plain language, the 344 pages contain tips, examples, question-and-answers and checklists, and cover wills, trusts, gifting, probate, powers of attorney, family law, taxation, insurance, business succession planning, digital assets, advance planning, as well as dying without a will.
Available on amazon.ca
978-09689477-2-2
Selling a Book of Business: What every financial advisor and planner should know (2nd edition) is the book for every financial advisor and financial planner considering buying or selling their practice—some are looking to buy a practice grow their business; others are looking to develop a succession plan and sell their practice. This book helps financial advisors and financial planners understand the critical success factors, including valuation and transition. Published by Headspring Consulting 2013.
Available on amazon.ca
978-09689477-0-8
Who’s Minding Your Money: Financial Intelligence for Canadians by Sandra Foster No one cares about your money as much as you do! As Canadians, we’re more inundated with financial information and choices than ever before. It’s difficult to know whether you’re making the right decisions for you and your money. Every financial institution in Canada wants a piece of your banking and investment business. But who’s really making money from your investments? You, or the firm you’re paying? Published by John Wiley & Sons 2001.
Available on amazon.ca
978-04716465-0-1
Estate Planning Workbook By Sandra Foster. Properly organizing and accurately recording your estate planning documents are keys to ensuring financial security for yourself and your beneficiaries. The Estate Planning Workbook shows you how to get your affairs in order and may even save you hundreds of dollars in professional fees. A fully-loaded resource, it provides you with useful forms, checklists, sample estate planning documents, and helpful tips. Published by John Wiley & Sons 2002.
Available on amazon.ca
978-04708317-7-9
Partez l’esprit en paix By Sandra Foster. Voilà un guide humain qui parle non seulement de planification successorale, mais aussi des gens que nous aimons et des précautions à prendre pour les protéger. 1998
Order directly through Transcontinental
Make the Most of What You’ve: Retirement Income Planning For Canadians by Sandra Foster does for retirement Income what You Can’t Take It With You does for estate planning.
It provides easy-to-understand information on a complex subject to help you maximize your income and minimize tax. It explains what to do with your nest egg after you retire.
Currently Out of Print
PERSONAL FINANCIAL INTELLIGENCE™