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estate plan

A male carpenter approaching retirement

Ask a Planner

Can you help your kids financially without compromising your retirement?

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

Can you help your kids financially without compromising your retirement?
Executor discusses terms of will with survivors

Estate Planning

How executors get paid in Canada

Understanding the tax implications, benefits and pitfalls of executor compensation.

How executors get paid in Canada
Grieving family gathers around computer to sort through their parents' estate

Ask a Planner

“Our parents just passed—What do we do about their estate?”

Two siblings’ complex inheritance provides a case study in minimizing death taxes.

“Our parents just passed—What do we do about their estate?”

Ask a Planner

Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

Should you buy life insurance to pay for tax owed upon death?

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A young couple talks about finances over coffee

Financial literacy

Dating dilemma: When to talk about finances

Dating dilemma: When to talk about finances
Family wearing red coats, for Valentine’s Day, give the gift of a will and an estate plan

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Three reasons to have a will and estate plan
A Canadian family in the kitchen talking about wills and estate planning.

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.

How important are wills and estate planning for Canadians?

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