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Estate Planning

News

Digital due diligence

Have you taken inventory of your digital assets lately? Maybe you should.

Digital due diligence

Magazine Archive

Leave more for your heirs

Learn how topping up TFSAs prudently can reap big rewards.

Leave more for your heirs

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Take your finances by the horns

Here are 10 steps to regain control of your finances.

Take your finances by the horns

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Side-stepping probate can be dangerous

While there may be instances where joint ownership does make good sense, doing it simply to avoid probate is...

Side-stepping probate can be dangerous

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Financial Planning

Boomer inheritances

Rising life expectancies mean baby boomer windfalls are coming later and roughly at retirement age.

Boomer inheritances

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Executor responsibilities

Know exactly what you are getting into before you agree to be named executor of an estate.

Executor responsibilities

Strategic Shopper

Caring for aging parents

Canadians aged 85+ represent the fastest-growing segment of seniors.

Caring for aging parents

Magazine Archive

Family profile: An uncertain legacy

During their marriage, Lisa’s husband Jim controlled all the money. Now that he’s gone, Lisa is faced with ...

Family profile: An uncertain legacy

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Debt

Awkward question: Debt inheritance

You have no obligation to pay off your parents debt when they die.

Awkward question: Debt inheritance

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