How to stop procrastinating and cross two major money moves off your list
In this excerpt from Wealthier, authors Daniel R. Solin and Mark McGrath offer practical tips on estate and financial...
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...
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...
Inheritances can strain sibling relationships—how to make estate planning smoother
Communication is key to ensuring an inheritance doesn’t cause friction between siblings. Follow these tips to avoid conflicts in...
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How does a spouse’s death impact your TFSA contribution room?
A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...
Should you take extra RRIF withdrawals to increase your estate?
Contrary to the conventional advice, taking more than the minimum RRIF withdrawal can at times save tax on your...
What type of financial advisor do you need?
If you’re looking for a financial advisor or planner, learning about their credentials can help you choose the right...
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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How to pay yourself as a power of attorney in Ontario
Should you be paid as a power of attorney? Learn about the compensation rules in Ontario and how to...