Estate Planning Archives

The oft-cited RRIF meltdown tactic is a distraction. Concentrate instead on leaving a bigger legacy—or giving it away right...

Hypothetical Jill lives in Canada and has built a substantial retirement portfolio, including a Canadian RRIF. Her son, Jack,...

Here's everything you need to know about settling a deceased loved ones estate and challenges that come with...

Your will is only one piece of the puzzle when you have U.S. assets. Here are the documents and...

PolicyMe’s second annual life insurance study reports that although more Canadians have at least some life insurance, 24% of...

A safety-deposit box can protect important documents and valuables, but your family may struggle to access them if they...

Before buying a home in Canada, U.S. citizens should understand the cross-border tax and ownership rules that can have...

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports...

Writing a will is easier and more affordable than many people think. Here's how Canadians can protect their assets,...