Estate Planning Archives

PolicyMe’s second annual life insurance study reports that although more Canadians have at least some life insurance, 24% of...

A safety-deposit box can protect important documents and valuables, but your family may struggle to access them if they...

Before buying a home in Canada, U.S. citizens should understand the cross-border tax and ownership rules that can have...

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...

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

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

A pet trust can ensure your furry friend is cared for if you die first. Here’s how Canadians are...

Learn how to protect your family from inherited debt, unexpected taxes, and estate pitfalls. Experts share tips on wills,...

Most Canadians say saving for retirement will be harder than it was for their parents, with many expecting to...