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Estate Planning

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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?
Canadian couple sitting together, wondering about moving money from RRSPs, RRIFs and TFSAs in retirement

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Moving money from RRSPs, RRIFs and TFSAs in retirement

To have liquidity and reduce taxes, Canadians can move money between registered accounts. But what are the tax, contribution...

Moving money from RRSPs, RRIFs and TFSAs in retirement

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Estate Planning

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...

Inheritances can strain sibling relationships—how to make estate planning smoother

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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...

How does a spouse’s death impact your TFSA contribution room?

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RDSP myths, explained
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What are the tax implications if you resell Taylor Swift tickets?

Allison resold her Eras Tour tickets instead of going to the concert. The resale website asked for her SIN,...

What are the tax implications if you resell Taylor Swift tickets?

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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...

Should you take extra RRIF withdrawals to increase your estate?

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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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Estate Planning

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...

How to pay yourself as a power of attorney in Ontario

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