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Wills

Safety deposit boxes are shown in this file photo from July 10, 2009.

Estate Planning

The safety-deposit box mistake that can leave your family scrambling

A safety-deposit box can protect important documents and valuables, but your family may struggle to access them if they...

The safety-deposit box mistake that can leave your family scrambling
Couple signing a document

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Can you put an inheritance into a joint account?

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...

Can you put an inheritance into a joint account?
Happy man signing an agreement while being on a meeting with insurance agent with his wife.

Estate Planning

Having a will is essential (and easier than you think)

Writing a will is easier and more affordable than many people think. Here's how Canadians can protect their assets,...

Having a will is essential (and easier than you think)
Woman cuddling her dog and cat

Estate Planning

What if you cross the rainbow bridge first? Why you should set up a pet trust

A pet trust can ensure your furry friend is cared for if you die first. Here’s how Canadians are...

What if you cross the rainbow bridge first? Why you should set up a pet trust

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Taxes halved their inheritance. Could anything be done?

Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...

Taxes halved their inheritance. Could anything be done?
A senior-age man gives a box to his son

Estate Planning

Embracing the Swedish death cleaning trend

Swedish death cleaning is catching on in Canada. Learn how it can help you save money, simplify estate planning...

Embracing the Swedish death cleaning trend

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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...

How is a non-registered account taxed upon death?

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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...

Estate planning for singles—is a trust company the answer?

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Woman seeks advice from estate planner

Real Estate

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...

Do I need a tax lawyer to prepare my estate?

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