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Estate Planning

Couple signing a document

Ask a Planner

Can you put an inheritance into a joint account?

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...

Can you put an inheritance into a joint account?
Happy man signing an agreement while being on a meeting with insurance agent with his wife.

Estate Planning

Having a will is essential (and easier than you think)

Writing a will is easier and more affordable than many people think. Here's how Canadians can protect their assets,...

Having a will is essential (and easier than you think)
female psychologist consulting patient at the desk in hospital. Medicine and health care concept

Estate Planning

Medical assistance in dying: Thoughtful planning at end of life

Medical assistance in dying (MAID) in Canada involves more than eligibility. Understand how financial planning, powers of attorney, and...

Medical assistance in dying: Thoughtful planning at end of life
Woman cuddling her dog and cat

Estate Planning

What if you cross the rainbow bridge first? Why you should set up a pet trust

A pet trust can ensure your furry friend is cared for if you die first. Here’s how Canadians are...

What if you cross the rainbow bridge first? Why you should set up a pet trust

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Ask a Planner

How can I plan to die with nothing?

It’s almost impossible to do, but the mindset around spending all your savings can help you make the best of the...

How can I plan to die with nothing?
Canadian $100 bills are counted in Toronto, Feb. 2, 2016

Estate Planning

Don’t inherit a crisis: How to manage a parent’s debt before they pass

Learn how to protect your family from inherited debt, unexpected taxes, and estate pitfalls. Experts share tips on wills,...

Don’t inherit a crisis: How to manage a parent’s debt before they pass

Financial Planning

Warning to caregivers: Expect a scavenger hunt

Many adult children know the basics of their parents’ money, but not the details. Discover why full financial visibility...

Warning to caregivers: Expect a scavenger hunt
Three generations of women sitting together and smiling

Retirement

Canadians fear a tougher road to retirement—and plan to help their kids along the way

Most Canadians say saving for retirement will be harder than it was for their parents, with many expecting to...

Canadians fear a tougher road to retirement—and plan to help their kids along the way

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A senior-age woman looks at her tablet on a park bench.

Retirement

CPP payment dates in 2026, and more to know about the Canada Pension Plan

Review the 2026 CPP payment dates, how much you could receive, when to apply, and how the Canada Pension...

CPP payment dates in 2026, and more to know about the Canada Pension Plan

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