Financial literacy

Dating dilemma: When to talk about finances

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Willful

Estate Planning

Three reasons to have a will and estate plan

Creating a will and estate plan may not be the most romantic gesture, but it’s an essential demonstration of...

Estate Planning

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...

Vacation Homes

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.

Ask MoneySense

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...

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When does the role of power of attorney end—and estate trustee begin?

There are various roles for estate planning, including the POA and the estate trustee. Find out the difference between...

Estate Planning

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

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?

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What happens to my RRIF when I die?

Here’s how to leave assets in your RRIF account to your spouse, common-law partner, children, grandkids or other beneficiaries—and...