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
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...
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...
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?
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Tools and habits to stay on track with your money goals
Goal tracking is an important part of proactive financial planning. Here are some tools and habits to try to...
Can I leave a house to minor children?
When preparing your estate plan, does it make sense to leave property to minor-aged children?
Should RRIF withdrawals be based on the younger spouse’s age?
Is there an advantage to using a younger spouse’s age to calculate minimum RRIF withdrawals? Find out.
Financial gifts: What you need to know before giving money or investments
Whether you're giving to a family member or a cause you believe in, these considerations will help ensure your...
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Can you avoid probate taxes on TFSAs?
Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...