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When does the “plus 1” rule apply to a principal residence? 

There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...

Qualified Advice

Where should you invest an extra $50,000 in your 60s?

Created by

FPAC

Taxes

The final tax return after death: How it gets done in Canada

Presented By

Scotiabank

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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

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Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...

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Can I leave a house to minor children?

When preparing your estate plan, does it make sense to leave property to minor-aged children?