How to avoid or reduce probate fees in Ontario
Read about the practical strategies to reduce or avoid probate fees in Ontario, and ensure a smoother transfer of...
Estate Planning
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...
Family legacy: How to pass along the family cottage—and 3 things to avoid
Discover key strategies from estate planning lawyer Peter Lillico on preserving your family’s cherished cottage for generations to come.
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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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...
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...
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.
Financial planning in your 70s
Be mindful of these money concerns, even after retirement.
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Women and money: Taking control of your personal finances
Stats show that many high-performing women leave money decisions to their partners—why is that?