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Estate Planning

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)
female psychologist consulting patient at the desk in hospital. Medicine and health care concept

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
Woman cuddling her dog and cat

Estate Planning

What if you cross the rainbow bridge first? Why you should set up a pet trust

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

What if you cross the rainbow bridge first? Why you should set up a pet trust
Canadian $100 bills are counted in Toronto, Feb. 2, 2016

Estate Planning

Don’t inherit a crisis: How to manage a parent’s debt before they pass

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

Don’t inherit a crisis: How to manage a parent’s debt before they pass

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Retirement

Canadians fear a tougher road to retirement—and plan to help their kids along the way

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

Canadians fear a tougher road to retirement—and plan to help their kids along the way
Yellow bungalow house

Ask a Planner

How to ensure your kids can keep your house when you die

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

How to ensure your kids can keep your house when you die

Ask a Planner

What’s more important: your wealth or your legacy?

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

What’s more important: your wealth or your legacy?

Ask a Planner

Taxes halved their inheritance. Could anything be done?

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

Taxes halved their inheritance. Could anything be done?

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Retirement

How to plan for old age when you don’t have kids

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

How to plan for old age when you don’t have kids

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