Estate Planning Archives

Online tools and tax assessments often miss the mark. A professional appraisal gives you a reliable, market-based property value.

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

More and more Canadians are entering their golden years without grown children to help out should they lose their...

A financial planner explains some tax-saving strategies that Canadian retirees may not have thought of.

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...

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

The benefits of depleting savings to avoid estate taxes depends on many variables. But if you live a decade...

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

You have a lot of financial responsibilities—and you’re managing them all on your own. But how are your investments...