Do you need to name all nieces and nephews as beneficiaries in a will?
And if Elizabeth doesn't name them all, will those left out contest the will?
Financial Planning
The limits of Old Age Security survivor benefits
Lillian lost her husband and wants to know what happens to his Old Age Security pension.
What’s the best time to transfer a TFSA between institutions?
Sandie wants to get the timing of her TFSA transfer right
8 key things about TFSAs and how Canadians use them
A BMO study shows TFSA usage is climbing but we're sorely lacking when it comes to understanding limits and...
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Should Marcel move all his RRIF investments to a low-risk balanced fund?
He wants to lock in equity gains and reduce volatility
Should Mark invest his tax refund or put it to his mortgage?
He earns $200,000 annually and wants to prioritize his goals
Can you transfer your full pension into an RRSP?
Margaret wants to know how to avoid losing some of her pension if she transfers it into an RRSP...
RRIFs and income splitting in the year of death
Gloria’s husband died recently. She’s looking for clarification on what happens with his RRIF and if and how she...
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Should I make both my kids executors to my will?
Andrew sees advantages to naming both kids but wonders if it's wise