Estate Planning - MoneySense

A MoneySense reader wants to pre-fund the ongoing expenses for her house to make it easier for her kids...

Different retirement income strategies using registered accounts produce different outcomes. You must pick your priorities.

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

More and more Canadians are entering their golden years without grown children to help out should they lose their...

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...

The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.

I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.

Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...

There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...