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Estate Planning

Couple smiling holding new house keys

Real Estate

What every American should know before buying a home in Canada

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

What every American should know before buying a home in Canada
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Ask a Planner

Can you put an inheritance into a joint account?

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

Can you put an inheritance into a joint account?
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

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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
Three generations of women sitting together and smiling

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

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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

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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?

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