Estate Planning

Grieving family gathers around computer to sort through their parents' estate

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“Our parents just passed. What do we do about their estate?”

Two siblings’ complex inheritance provides a case study in minimizing death taxes.

“Our parents just passed. What do we do about their estate?”
Warm family photo after talking about advanced care planning.

Estate Planning

Caring for aging parents in Canada: Financial challenges and strategies for relief

Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could...

Caring for aging parents in Canada: Financial challenges and strategies for relief

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Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

Should you buy life insurance to pay for tax owed upon death?
A woman and her smiling son, for whom she's opened a registered account

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What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

What new bare trust tax filing rules mean for Canadians

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Celebrating 72nd birthday and converting an RRSP into a RRIF

Retired Money

How to cope with the RRSP-to-RRIF deadline in your early 70s

You don’t want to miss the conversion deadline at the end of the year you turn 71—you’ll be on...

How to cope with the RRSP-to-RRIF deadline in your early 70s
A young couple talks about finances over coffee

Financial literacy

Dating dilemma: When to talk about finances

Dating dilemma: When to talk about finances
2023 tax forms

Taxes

Tax changes to know about for 2023, from home offices to house flipping

Let’s review the big changes to be aware of this tax filing season.

Tax changes to know about for 2023, from home offices to house flipping
A retired woman on a sofa reading a book

Retirement

RRIF and LIF withdrawal rates: Everything you need to know

Most registered retirement savings plans are eventually converted to registered retirement income funds. Here’s what to know about RRIF...

RRIF and LIF withdrawal rates: Everything you need to know

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Happy senior parents and their adult son having fun while greeting in the kitchen.

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How to model retirement income in Canada

The risk of having too much money left when you die is real. Often realizing this comes too late...

How to model retirement income in Canada

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