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?
Wills
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...
How financial and estate planning can reduce money stress for women
Have you talked to your partner and parents about making a will and other end-of-life decisions?
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....
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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...
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...
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...
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?
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Do you have to split your estate evenly between your children?
Courts in some provinces can vary the distribution of an estate and override a last will and testament. Here’s...