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Ask a Wills Expert

Financial Planning

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

Can my son challenge my will?
tax questions

Financial Planning

So, your child is going to inherit millions

What can Brian do to make sure the right people are there to guide his daughter?

So, your child is going to inherit millions
stacks of coins

Taxes

Where do I pay probate fees?

Len’s will was prepared in Quebec, where most of his assets are located. Now he lives in Ontario. How...

Where do I pay probate fees?

Pensions

CPP pension splitting after a divorce

Contributions you made while living with your former spouse are eligible for a split, leading to a pension boost...

CPP pension splitting after a divorce

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Financial Planning

Managing assets under power of attorney

Watch out for tax implications and keep attribution in mind

Managing assets under power of attorney
make your kid a money genius

Financial Planning

How to gift money to your children

Carmen is considering an RRIF withdrawal to transfer money to her children. But is there a better way?

How to gift money to your children

Taxes

Can I avoid probate?

Spike is settling an estate and trying to determine which assets are subject to probate

Can I avoid probate?

Line of Credit

Paying off the line of credit

Nancy received an inheritance, took out a line of credit and has spent almost all of it. Now she’s...

Paying off the line of credit

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windfall inheritance

Financial Planning

What to do with a windfall

One of the best things you can do with a sudden influx of cash is nothing, at first

What to do with a windfall

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