probate

Intergenerational couples celebrate outside family home

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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...

Can transferring ownership of a house help avoid probate tax?
Grieving family gathers around computer to sort through their parents' estate

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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.

“Our parents just passed. What do we do about their estate?”
A man named Jing on his tablet at home

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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...

Can you save on taxes by owning an investment account with your child?
Father with adult children, toasting during good times. The father is happy as he's taken care of his estate and avoided probate fees in Ontario.

Estate Planning

How to avoid or reduce probate fees in Ontario

Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...

How to avoid or reduce probate fees in Ontario

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Senior couple using a digital device in a living room

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Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

Financial planning in your 70s
A middle aged woman sits by a window in a cafe

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Can an executor borrow money to cover probate costs?

Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...

Can an executor borrow money to cover probate costs?
A man with a wedding band is meeting with a lawyer to go over will documents.

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Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...

Can you avoid probate taxes on TFSAs?
A historic vacation property with private access to the shore that was purchased through a corporation

Real Estate

Should you buy real estate through a corporation?

It can make sense to purchase rental or vacation properties through a corporation, but often it's simpler—and less risky...

Should you buy real estate through a corporation?

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Two town homes with pointed peaks

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The tax implications of owning multiple properties during probate

When a spouse passes away, what are the tax, probate and mortgage implications for multiple properties?

The tax implications of owning multiple properties during probate

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