Estate Planning Archives

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...

Do you have the best life insurance for your life stage? Experts say young Canadians are often underinsured. Here’s...

Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied”...

Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...