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...
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“We’re set for life. Should we cash out an RRSP?”
The cost/benefit analysis of liquidating an RRSP can get complex fast. What matters more are your priorities.
Can you help your kids financially without compromising your retirement?
A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.
How executors get paid in Canada
Understanding the tax implications, benefits and pitfalls of executor compensation.
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“Our parents just passed—What do we do about their estate?”
Two siblings’ complex inheritance provides a case study in minimizing death taxes.
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...
Three reasons to have a will and estate plan
Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...
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How important are wills and estate planning for Canadians?
Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.