Taxes halved their inheritance. Could anything be done?
Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...
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Ontario heirs face a huge tax bill after their parents’ deaths—highlighting the importance of planning ahead to reduce taxes...
More and more Canadians are entering their golden years without grown children to help out should they lose their...
It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get...
The hidden costs of doing it alone: Why Canadian DIY investors should consider guidance from a professional planner.
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I had three meetings this past week with Canadian clients where I challenged their real estate strategies. Here’s why.
Yes, your estate will pay a high rate of tax on your RRIF when you die. But it usually...
There’s more than one way to optimize your income after retiring. Some strategies can boost wealth, and others may...
Here are the considerations before becoming a power of attorney for property and what to do if you’re unable...
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Power of attorney compensation can be high, but the role can be a lot of work. Here’s what happens...
