Advertisement

Wills

Ask a Planner

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

Ask a Planner

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?

Ask a Planner

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?

Advertisement

Advertisement

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?
Couple talking on a bench about what happens to their RRIFs when one dies

RRIFs

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...

What happens to a RRIF when the account owner dies?
Multi-generational family poses for selfie

Estate Planning

Don’t squander your legacy

Proper inheritance planning is crucial to ensure a smooth wealth transfer to the next generation. Here are three essential...

Don’t squander your legacy
Canadian mom and child at the cottage she inherited from her father and shares with her siblings and step mom.

Taxes

Inheriting cottage and the capital gains implications

Jill's late husband left her a cottage. What happens if she transfers ownership to her stepchildren?

Inheriting cottage and the capital gains implications

Advertisement

A retired couple sit with a cup of coffee

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...

Cross-border estate planning: What should Canadian parents with U.S. beneficiaries do?

Advertisement