A grandmother hugs her grandchild in the early morning

Estate Planning

How to leave money to your grandkids

If you’re a grandparent and want to leave money...

How to leave money to your grandkids
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Financial gifts: What you need to know before giving money or investments

Whether you're giving to a family member or a...

Financial gifts: What you need to know before giving money or investments
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Are you entitled to anything when your ex-spouse dies?

Ginette wonders if she can claim survivor benefits although...

Are you entitled to anything when your ex-spouse dies?
mother and daughter in the kitchen

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What happens to real estate when a spouse dies and property isn’t held jointly? 

Barb’s mother is living in a house that was...

What happens to real estate when a spouse dies and property isn’t held jointly? 

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A father and a baby playing together on a bed at the cottage.

Qualified Advice

Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance,...

Questions about real estate, family, finances and more
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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options...

Estate planning changes in Ontario
older man speaking on mobile phone

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How to stop debt or pension payments after someone has died

Jarnail’s son passed away recently, yet his student loan...

How to stop debt or pension payments after someone has died
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Qualified Advice

What are the tax consequences of real estate joint ownership when one owner dies?

It can get complicated, especially if the surviving owner...

What are the tax consequences of real estate joint ownership when one owner dies?

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Is probate an inevitable cost for a surviving spouse?

Sandra and her husband have lived in their principal...

Is probate an inevitable cost for a surviving spouse?

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