Estate Planning Archives

Depending on your age, where you live currently and where you want to live in retirement, selling your home...

A straightforward will can work well for many people but, for some, there are clauses to consider that might...

Financial pros share tips for getting on the same page as your partner.

Partner content

You can use bequests—possessions, sums of money and percentages of your estate—in creative ways to make a difference to...

Drawing on the equity in your home, a reverse mortgage is like a loan to yourself—and one you won’t...

Bob and Janet are DIY investors seeking advice on how to reach their estate-planning goals. They can improve their...

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Like a reverse mortgage, you would borrow against the policy’s cash value. When you pass away, the loan is...

Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in...