Awkward question: How to keep a secret beneficiary?
Be it for a mistress or a love child, secret beneficiaries are more common than you think. Here’s how to make sure they are taken care of.
wills
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Dealing with financial elder abuse
How to spot signs of and deal with financial elder abuse.
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Side-stepping probate can be dangerous
While there may be instances where joint ownership does make good sense, doing it simply to avoid probate is a fool’s game.
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Executor responsibilities
Know exactly what you are getting into before you agree to be named executor of an estate.
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Got a will?
Find out what portion of Canadians have a will and where the money is going.
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Getting married? Make a new will
Your previous will is automatically revoked when you tie the knot.
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Ask MoneySense: Estate planning
Gifts of property, stocks or funds from non-residents of Canada are not taxed.
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A conversation every family needs to have
There are some questions we don’t want to ask our parents, but Bruce Sellery says it’s important to ask them before it’s too late.
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Lending clampdown
Finance Minister Jim Flaherty has announced plans to tighten borrowing rules in Canada.
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May 30 roundup
On locked in mortgages, segregated funds, the evolution of financial planning and 12 reasons to get a will.
