Estate Planning Archives

A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...

Wondering whether your estate planner knows the latest tax laws? Do you need a tax lawyer too? Discover three...

Find out if a RRIF goes to the beneficiaries or spouse when the holder of this registered account passes...

Economists expect interest rates to keep falling. So we asked four experts if now is the ideal time to...

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

To fully understand the potential tax outcomes, consider legal versus beneficial ownership, the capital gains inclusion rate, changes to...

Reverse mortgages do the job of freeing up income for house-rich, cash-poor Canadian seniors. But their terms are often...

Many parents loan or gift money to their adult children for real estate purchases. Here are the legal and...

Many people near or in retirement are worried about stock market volatility. Does it ever make sense to put...