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Estate Planning

Ask a Planner

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

Financial Planning

What to do with a sudden inheritance

Diego just received a windfall. So why is he so miserable?

What to do with a sudden inheritance

Financial Planning

America’s most expensive cemeteries

Plot prices range from $500,000 to $4.6 million

America’s most expensive cemeteries

Financial Planning

Will preparation for every budget

Listen for tips on what price point to choose

Will preparation for every budget

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Ask MoneySense

Can Power of Attorney claim a fee?

In Ontario a Power of Attorney can claim 3% of the monies received and disbursed by the grantor.

Can Power of Attorney claim a fee?

Financial Planning

Give in the moment

Don’t wait until you’re gone to leave your wealth to family and charity. Give while you’re alive...

Give in the moment

April 2014

How RRSP inheritance money is taxed

RRSP inheritance money is taxed at the source by the deceased's estate, not the by the beneficiary.

How RRSP inheritance money is taxed

Magazine Archive

How to write pets into your will

Don't trust your pet with just anybody? Make a conditional gift.

How to write pets into your will

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Annuities

Annuities offer security and modest growth

Annuities won't maximize income in retirement. But that doesn't make them a poor choice. Remember, life isn't a spreadsheet....

Annuities offer security and modest growth

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