Estate Planning

A man named Jing on his tablet at home

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Can you save on taxes by owning an investment account with your child?

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...

Can you save on taxes by owning an investment account with your child?
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
A retired couple speak with an accountant about the tax implications of their inherited property

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How to calculate the adjusted cost base of inherited property

What happens if you inherit a property and have no record of its value at that time? How can...

How to calculate the adjusted cost base of inherited property
Father with adult children, toasting during good times. The father is happy as he's taken care of his estate and avoided probate fees in Ontario.

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

How to avoid or reduce probate fees in Ontario

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Three siblings discuss how to divide their parents' estate

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How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries
family at the cottage, with its future generation of owners

Vacation Homes

Family legacy: How to pass along the family cottage—and 3 things to avoid

Discover key strategies from estate planning lawyer Peter Lillico on preserving your family’s cherished cottage for generations to come.

Family legacy: How to pass along the family cottage—and 3 things to avoid
A couple sits on a bench overlooking a waterfront

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RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?

RRIF withdrawals: What should seniors with million-dollar portfolios do?
A senior woman checks her mortgage insurance policy on a tablet

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Do you need mortgage life insurance?

Mortgage protection can be a good idea, if for instance you have a condition or illness that might make...

Do you need mortgage life insurance?

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Daughter writes in asking about how to avoid probate in Canada for her mother's estate

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How to avoid probate fees in Canada

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

How to avoid probate fees in Canada

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