Estate Planning Archives - Page 3 of 15

A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?

Many Canadians have questions about how accounts are transferred upon death. Here’s how it works when assets are held...

In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

The federal government has made a last-minute change to its capital gains inclusion rate increase. However, other tax changes...

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...

A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...