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Tax and estate planning for joint accounts

Many Canadians have questions about how accounts are transferred upon death. Here’s how it works when assets are held...

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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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What new bare trust tax filing rules mean for Canadians

Do Canadians have to file a trust tax return this year? What is a bare trust? What are the...

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Can you save on taxes by owning an investment account with your child?

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...

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How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

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How spouses with joint accounts should claim capital losses

Presented By

Scotiabank

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Can you save tax by moving into your rental property?

Presented By

Scotiabank

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Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

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What happens to your debt when you die

Created By

Credit Canada