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Happy man signing an agreement while being on a meeting with insurance agent with his wife.

Estate Planning

Having a will is essential (and easier than you think)

Writing a will is easier and more affordable than many people think. Here's how Canadians can protect their assets,...

Having a will is essential (and easier than you think)
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Estate Planning

Medical assistance in dying: Thoughtful planning at end of life

Medical assistance in dying (MAID) in Canada involves more than eligibility. Understand how financial planning, powers of attorney, and...

Medical assistance in dying: Thoughtful planning at end of life

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Can you decline or step down as power of attorney in Canada?

Power of attorney compensation can be high, but the role can be a lot of work. Here’s what happens...

Can you decline or step down as power of attorney in Canada?

Estate Planning

How to stop procrastinating and cross two major money moves off your list

In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...

How to stop procrastinating and cross two major money moves off your list

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Estate Planning

Embracing the Swedish death cleaning trend

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

Embracing the Swedish death cleaning trend

Estate Planning

Inheritances can strain sibling relationships—how to make estate planning smoother

Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...

Inheritances can strain sibling relationships—how to make estate planning smoother

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Should you take extra RRIF withdrawals to increase your estate?

Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...

Should you take extra RRIF withdrawals to increase your estate?

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Estate planning for singles—is a trust company the answer?

Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...

Estate planning for singles—is a trust company the answer?

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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.

“We’re set for life. Should we cash out an RRSP?”

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