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....
Have you received an annual bonus or inheritance? Studies show investing a lump sum all at once tends to beat investing gradually, but personal factors matter as much as market analysis....
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....
You must withdraw a minimum amount from your Registered Retirement Income Fund (RRIF) each year. If you want to keep the investments instead of cashing them out, you can....
FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....
Estate plans should cover pets too. Learn how to protect your pet’s future if you become unable to care for them....
Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....
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