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How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

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RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?

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Should you use home equity to buy a house for your kids?

Some parents want to help their kids move out by borrowing against their home. Here’s how interest rates and...

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Do you need mortgage life insurance?

Mortgage protection can be a good idea, if for instance you have a condition or illness that might make...

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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

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