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Wills

A middle-aged woman, holding a mug, gazes out the window

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?

Women and money: Taking control of your personal finances
A smiling senior-age man at a dinner table with his adult son and daughter

Ask MoneySense

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...

What happens to my RRIF when I die?
Two parents, two grandparents and two kids in a circle smile down at the camera

Financial Planning

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?

How financial and estate planning can reduce money stress for women
A middle-aged woman smiles as she sits on a couch near her niece

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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

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A middle aged woman sits by a window in a cafe

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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...

Can an executor borrow money to cover probate costs?
A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

Ask a Planner

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 grandmother hugs her grandchild in the early morning

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
An adult man, acting as power of attorney, hugs his senior mom. He's wondering about gifting her assets while she's in a home.

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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?

Gifting a parent’s assets using a power of attorney

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To symbolize a split estate, a matriarch is seated at the head of the table with her family grabbing seats at both sides.

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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...

Do you have to split your estate evenly between your children?

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