Ask a planner Archives

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and...

A MoneySense reader is worried about a real estate transfer that her mother made to her that could become...

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

A MoneySense reader is not familiar with the Canada Pension Plan death benefit. Here is a primer

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

A MoneySense reader wants to report half the capital gain for a rental property on his spouse’s tax return....

A MoneySense reader wants to buy a second property, perhaps using the equity in her primary residence. What should...

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...

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