Estate Planning

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RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?

RRIF withdrawals: What should seniors with million-dollar portfolios do?
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Do you need mortgage life insurance?

Mortgage protection can be a good idea, if for instance you have a condition or illness that might make...

Do you need mortgage life insurance?
Daughter writes in asking about how to avoid probate in Canada for her mother's estate

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How to avoid probate fees in Canada

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

How to avoid probate fees in Canada
A Canadian family in the kitchen talking about wills and estate planning.

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

How important are wills and estate planning for Canadians?

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Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

Financial planning in your 70s
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Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?

Women and money: Taking control of your personal finances
A smiling senior-age man at a dinner table with his adult son and daughter

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What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...

What happens to my RRIF when I die?
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Financial Planning

How financial and estate planning can reduce money stress for women

Have you talked to your partner and parents about making a will and other end-of-life decisions?

How financial and estate planning can reduce money stress for women

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What happens to your debt when you die

What happens to your debt when you die

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