Estate Planning Archives

A Certified Financial Planner looks at the different strategies to ask your own advisor: Is life insurance the answer?

In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...

Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...

A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...

Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...

If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...

Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...