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Estate Planning

A middle aged woman sits by a window in a cafe

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Can an executor borrow money to cover probate costs?

Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...

Can an executor borrow money to cover probate costs?
A man sits in front of a chess board thinking deeply.

Financial Planning

How to make better financial decisions—without regret—in a crisis

What is a decision crisis? How do you know if you’re in one, and what do you do next?...

How to make better financial decisions—without regret—in a crisis
A woman takes notes while discussing inheritance rules with an advisor on the phone

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When does the “plus 1” rule apply to a principal residence? 

There are tax implications to inheriting a second property. But in certain circumstances, you can have two principal residences...

When does the “plus 1” rule apply to a principal residence? 
A man and woman in their 60s are happy about having extra money to invest

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Where should you invest an extra $50,000 in your 60s?

Where should you invest an extra $50,000 in your 60s?

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A multi-generational photo, showing the impact of a death in the family, estate planning and the final return

Taxes

The final tax return after death: How it gets done in Canada

The final tax return after death: How it gets done in Canada
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Estate planning and trusts for a beneficiary with a disability
A woman reads an article online about her options as a long-term investor

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should you move into GICs or mortgage funds to invest for...

Is now the time for a long-term investor to abandon stocks?
A woman hugs her daughter after reading about her RESP options online

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Can an estate contribute to an RESP account?

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Two women looking at their wills, deciding whether or not to name each other on the registered accounts

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Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

Is it better to list a beneficiary on registered investments or have the account go to the estate?

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