Estate Planning
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Willful Review 2021
You might think a will is something that rich people do in movies to pass on their “assets” (hockey card collections?) to their soon-to-be-rich heirs.…
Insurance and Wills for Canadian Expats
When I talked to several non-resident tax and investment specialists during my Covid quarantine-induced expat research frenzy, the topic that kept coming up as “the…
Eirene Cremations Review
Death is not a topic people like to typically discuss (for obvious reasons). However, death (and the is a reality for everyone and should be…
Canadian Legal Wills Review: Canada’s Best Online Will Kit
When I was asked if I wanted to write a Canadian Legal Wills review in exchange for a free trial of Canada’s best online will kit, I have to admit that I was embarrassed.
You see… until yesterday I didn’t have a will.
I know… statistics show that roughly half of Canadian adults don’t have a will, and only a third or so have one that is up to date.
What Happens to your RRSP and TFSA after you Die?
Last week, I wrote about the most efficient way to withdraw from your accounts during retirement. Within the article, I mentioned that while the general…
Letter to My Wife – How our Finances Work
Its not uncommon for families to have a designated money person. Some families may have one spouse who takes care of the bills, while the other…
Estate Planning for a Family Business using the Tax Free Spousal Rollover
One topic that I’ve been thinking more about lately is estate planning. It’s a pretty morbid topic and most would rather avoid the topic altogether.…
How Testamentary Trusts Work
A little while ago, I was invited to a local CIBC event that featured a presentation by Jamie Golombek. For those of you who haven’t…
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