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Estate Planning

Financial Planning

Joint tenancy vs. tenants in common

You can jointly own assets in two ways. Remember, each has different estate planning and tax implications

Joint tenancy vs. tenants in common

Financial Planning

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

Financial Planning

What to do with a sudden inheritance

Diego just received a windfall. So why is he so miserable?

What to do with a sudden inheritance

News

America’s most expensive cemeteries

Plot prices range from $500,000 to $4.6 million

America’s most expensive cemeteries

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Financial Planning

Will preparation for every budget

Listen for tips on what price point to choose

Will preparation for every budget

Ask MoneySense

Can Power of Attorney claim a fee?

In Ontario a Power of Attorney can claim 3% of the monies received and disbursed by the grantor.

Can Power of Attorney claim a fee?

Financial Planning

Give in the moment

Don’t wait until you’re gone to leave your wealth to family and charity. Give while you’re alive...

Give in the moment

Financial Planning

How RRSP inheritance money is taxed

RRSP inheritance money is taxed at the source by the deceased's estate, not the by the beneficiary.

How RRSP inheritance money is taxed

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Retirement

How to write pets into your will

Don't trust your pet with just anybody? Make a conditional gift.

How to write pets into your will

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