Estate Planning

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...

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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.

Estate Planning

Dating dilemma: When to talk about finances

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Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

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...

Vacation Homes

Family legacy: How to pass along the family cottage—and 3 things to avoid

Discover key strategies from estate planning lawyer Peter Lillico on preserving your family’s cherished cottage for generations to come.

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Should you use home equity to buy a house for your kids?

Some parents want to help their kids move out by borrowing against their home. Here’s how interest rates and...

Ask MoneySense

How to avoid probate fees in Canada

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

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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...