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Estate Planning

News

Couch Potato rebalancing

Free tools to help passive investors rebalance their Couch Potato portfolios.

Couch Potato rebalancing

February/March 2013

Awkward question: How to keep a secret beneficiary?

Be it for a mistress or a love child, secret beneficiaries are more common than you think. Here's how...

Awkward question: How to keep a secret beneficiary?

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Cover your bases in case of an emergency

No matter how much we plan, things can and do go wrong. Here's how to prepare yourself financially.

Cover your bases in case of an emergency

Debt

Digital due diligence

Have you taken inventory of your digital assets lately? Maybe you should.

Digital due diligence

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December/January 2013

Leave more for your heirs

Learn how topping up TFSAs prudently can reap big rewards.

Leave more for your heirs

Budgeting

Take your finances by the horns

Here are 10 steps to regain control of your finances.

Take your finances by the horns

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Side-stepping probate can be dangerous

While there may be instances where joint ownership does make good sense, doing it simply to avoid probate is...

Side-stepping probate can be dangerous

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Boomer inheritances

Rising life expectancies mean baby boomer windfalls are coming later and roughly at retirement age.

Boomer inheritances

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Executor responsibilities

Know exactly what you are getting into before you agree to be named executor of an estate.

Executor responsibilities

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