3 rules for maximizing charitable donations in your will
Mary wants to use charitable gifts to help reduce the amount of tax owed by her estate.
Financial Planning
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
What to do when financial advisors don’t live up to their promises
Dana's $750,000 portfolio had weaker returns than her advisor promised. What should she do?
Should the sole recipient of an estate be the executor too?
Grace is leaving her entire estate to her grandson. Who should be the executor?
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What happens to extra RESP money after the kids finish university?
How to transfer extra RESP money to an RRSP in the most tax-efficient way
What happens to interest on an inheritance while executors fight over a will
Will Miguel get his inheritance?
The best way to transfer investments to your spouse
Dean has investments that he wants to transfer to his spouse. There are tax implications depending upon how the...
She’s 34 and wants to retire at 65 with $70,000 a year. Can she?
Jenna's quick calculations show she'll need $2 million in savings. Is that really true?
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My ex-wife earned more than me. Am I entitled to spousal support?
There are several factors a judge would look at before awarding spousal support. Income is just one.