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A male carpenter approaching retirement

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.

Can you help your kids financially without compromising your retirement?

A retired couple sit with a cup of coffee

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...

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

You have to sell a cemetery plot—will you owe capital gains tax?

Cemetery plots in some big Canadian cities can be worth $50,000 or more. Their sale or deemed disposition may...

You have to sell a cemetery plot—will you owe capital gains tax?

Executor discusses terms of will with survivors

Estate Planning

How executors get paid in Canada

Understanding the tax implications, benefits and pitfalls of executor compensation.

How executors get paid in Canada

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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...

Should you buy life insurance to pay for tax owed upon death?

Family wearing red coats, for Valentine’s Day, give the gift of a will and an estate plan

Estate Planning

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...

Three reasons to have a will and estate plan

Senior couple using a digital device in a living room

Financial planning in your 70s

Be mindful of these money concerns, even after retirement.

Financial planning in your 70s

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