Estate Planning
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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…
Estate Planning – Where is Your Money Going?
I’m not sure if it’s a recent hot topic, or if it’s because my mind has been on it, but estate planning and inheritance seem…
Succession Planning of the Family Chief Financial Officer (CFO)
Now that’s a fancy title for a fairly simple concept. With a recent comment about term life insurance, it got me thinking about my mortality…
Talking About Finances With Your Aging Parents … or Grown Kids
There are some conversations in life that are more difficult than others. Bringing up the subject of money with your aging parents or grown children…
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