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How to avoid probate fees in Canada

Avoiding probate fees in Canada involves implementing strategies such as using beneficiary designations, joint ownership, and establishing trusts to...

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When does the role of power of attorney end—and estate trustee begin?

There are various roles for estate planning, including the POA and the estate trustee. Find out the difference between...

Retired Money

Should retirees in their early 70s partly annuitize?

Interest rates have soared in the past year—but annuity payouts, not so much. Find out what makes sense when...

Estate Planning

How important are wills and estate planning for Canadians?

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later.

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How spouses with joint accounts should claim capital losses

Presented By

Scotiabank

Financial Planning

Women and money: Taking control of your personal finances

Stats show that many high-performing women leave money decisions to their partners—why is that?

Mortgages

What happens to your mortgage after a divorce?

Created By

Credit Canada

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What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...

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Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?