Ask a Planner

Can an executor borrow money to cover probate costs?

Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...

My MoneySense

“My first experience of buyer’s remorse has guided my spending ever since”

Financial journalist and podcaster Kerry K. Taylor shares her early financial lessons and regrets, and how a past recession...

Taxes

The final tax return after death: How it gets done in Canada

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Scotiabank

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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including estate planning for a beneficiary with a disability, what type...

Ask MoneySense

Is it better to list a beneficiary on registered investments or have the account go to the estate?

When is it better to have beneficiaries listed on investment accounts versus leaving everything to the estate?

Ask MoneySense

Can I leave a house to minor children?

When preparing your estate plan, does it make sense to leave property to minor-aged children?

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Can you avoid probate taxes on TFSAs?

Find out how to shield TFSAs from probate taxes, when no beneficiary or successor has been named for the...

Estate Planning

How to leave money to your grandkids

If you’re a grandparent and want to leave money to your grandchildren, here are tips on how best to...

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Gifting a parent’s assets using a power of attorney

As power of attorney, does it make sense to divide up a parent’s assets before their death?