Is real estate the best investment for a Canadian retiree?
I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.
Inheritance
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...
Should you invest an inheritance in an RRSP or a TFSA?
A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...
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Don’t squander your legacy
Proper inheritance planning is crucial to ensure a smooth wealth transfer to the next generation. Here are three essential...
Why these authors want you to spend your money and die with $0 saved
According to the book Die with Zero, we should all run out of money just as we run out...
Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?
The transfer of Canadian estates to U.S. beneficiaries comes with various legal, tax and financial implications. Learn about the...
Can transferring ownership of a house help avoid probate tax?
Transferring ownership of a house while parents are still living can significantly affect probate tax, but there are other...
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“Our parents just passed—What do we do about their estate?”
Two siblings’ complex inheritance provides a case study in minimizing death taxes.