How to stop procrastinating and cross two major money moves off your list
In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...
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How is a non-registered account taxed upon death?
Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...
Inheritances can strain sibling relationships—how to make estate planning smoother
Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...
Estate planning for singles—is a trust company the answer?
Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...
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How executors get paid in Canada
Understanding the tax implications, benefits and pitfalls of executor compensation.
Caring for aging parents in Canada: Financial challenges and strategies for relief
Be prepared for the financial burdens of caring for aging parents by learning about the innovative strategies that could...
When does the role of power of attorney end—and estate trustee begin?
There are various roles for estate planning, including the POA and the estate trustee. Find out the difference between...
Who to name as executor when family members aren’t an option
It’s not always possible or beneficial to name a family member or close friend as executor in your will....
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What is the CPP Survivor’s Pension? How can Canadians claim this benefit?
When a spouse loses their partner, benefits are available to them through the government, such as the CPP Survivor’s...