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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Do I need a tax lawyer to prepare my estate?
Wondering whether your estate planner knows the latest tax laws? Do you need a tax lawyer too? Discover three...
What happens to a RRIF when the account owner dies?
Find out if a RRIF goes to the beneficiaries or spouse when the holder of this registered account passes...
Inheriting cottage and the capital gains implications
Jill's late husband left her a cottage. What happens if she transfers ownership to her stepchildren?
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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...
Can you help your kids financially without compromising your retirement?
A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.
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...
“Our parents just passed—What do we do about their estate?”
Two siblings’ complex inheritance provides a case study in minimizing death taxes.
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