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Estate Planning

A woman in her 80s is sitting on her couch at home, removing her glasses, as she is thinking about selling her home or get a reverse mortgage.

Should I sell and rent or get a reverse mortgage?

What to consider before selling your home or getting a reverse mortgage. The math reveals the real costs for...

Should I sell and rent or get a reverse mortgage?

A young man leans forward on a couch to pet his dog.

What are the taxes on transferring real estate to your kids?

Joan and her partner own the condo her son lives in, but they want to transfer ownership to him....

What are the taxes on transferring real estate to your kids?

An older woman sits in a chair by the window, sketching with a pencil and paper.

Capital gains, taxes and more: The implications of inheriting real estate

There are tax, estate and other implications when inheriting real estate, even from family.

Capital gains, taxes and more: The implications of inheriting real estate

Hello name stickers alongside markers, to symbolize a beneficiary deciding on the name to write down

Is a name change on a will a game-changer?

Creating a will is a good thing to do. It dots the Is and crosses the Ts. But what...

Is a name change on a will a game-changer?

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A woman in her early 50s sits at the head of a dinner table raising a glass to friends and family.

How does an executor pay estate expenses during the probate process?

An executor is expected to pay the expenses of an estate on time, but what happens if the estate...

How does an executor pay estate expenses during the probate process?

a woman cosigns on a loan in a sunny office

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

A Certified Financial Planner helps a reader understand their obligations—and their options—after cosigning on a loan.

I cosigned a motorcycle loan and the owner passed away: What are my obligations to the bank?

A young man sits a table with his laptop open, with an empty seat in front of him.

What are the fees for becoming a joint tenant on a parent’s property?

In becoming a joint tenant, what are the costs associated with it? What impact would a death have on...

What are the fees for becoming a joint tenant on a parent’s property?

A father and a baby playing together on a bed at the cottage.

Questions about real estate, family, finances and more

Three situations: Renovating a cottage to build an inheritance, adding names to a property and understanding capital gains. And...

Questions about real estate, family, finances and more

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Battle of the wills

Jack’s mom promised him a share of the family estate. But because she passed away before his father, can...

Battle of the wills

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