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Trusts

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Financial Planning

Canada’s Budget 2023: What it means for you and your family

The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...

Canada’s Budget 2023: What it means for you and your family
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Who to name as executor when family members aren’t an option

It’s not always possible or beneficial to name a family member or close friend as executor in your will....

Who to name as executor when family members aren’t an option
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

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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...

Estate planning and trusts for a beneficiary with a disability
A woman hugs her daughter after reading about her RESP options online

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to leave money in trust for an RESP account after your...

Can an estate contribute to an RESP account?

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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...

How to leave money to your grandkids

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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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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Who to choose as executor?

Choosing the right person for the job is crucial.

Who to choose as executor?

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December/January 2007

Flaherty’s secret gift

Forget the new income trust tax — pension splitting could save you thousands.

Flaherty’s secret gift

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