What happens to a RRIF when the account owner dies?
Find out if a RRIF goes to the beneficiaries or spouse when the holder of this registered account passes...
beneficiaries
When and how to transfer an RESP for grandchildren
Grandparents, relatives and even family friends can open an RESP account. What should they consider from an estate planning...
Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?
The transfer of Canadian estates to U.S. beneficiaries comes with various legal, tax and financial implications. Learn about the...
“Our parents just passed—What do we do about their estate?”
Two siblings’ complex inheritance provides a case study in minimizing death taxes.
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Should you buy life insurance to pay for tax owed upon death?
When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...
What new bare trust tax filing rules mean for Canadians
Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...
How to divide the assets of an estate between beneficiaries
Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...
Financial planning in your 70s
Be mindful of these money concerns, even after retirement.
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Women and money: Taking control of your personal finances
Stats show that many high-performing women leave money decisions to their partners—why is that?