Setting down plans for your own funeral can be daunting. Find out how to take it one step at a time, starting with the most helpful details for your family....
Learn about an executor’s wide-ranging responsibilities....
Find out under what circumstances the courts may step in to change estate distribution instructions....
Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....
A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....
Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....
Discover why everyone should have a valid will that is prepared by a legal professional....
Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....
Anyone may become vulnerable to financial elder abuse, but well-chosen representatives can help protect you....
Tout
Planification financière
Planification fiscale
Planification de la retraite
Planification successorale
Perspectives économiques
Élaboration du portefeuille
Planification des assurances
Investissements
Planification philanthropique
Littératie financière
Mode de vie
Propriétaires d'entreprise
Gestion du patrimoine