Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect
Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal
In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to the children. However, an
Naming a beneficiary in a will may be seen as the most common way to leave an inheritance to a loved one.
However, in certain situations, many people choose to
A wealth plan identifies your life goals and provides you with a personalized wealth management strategy to meet your financial milestones and achieve each
The day may come when your parents find it more difficult to take care of their financial matters. Your help can make a difference, whether it’s in the form of
Loyalty programs
Each loyalty program has its own rules about whether points can be transferred to a beneficiary, so check your programs’ policies. When
Months after the federal government launched the First Home Savings Account (FHSA), more than 20 financial institutions are offering FHSAs, and Canadians are
According to Statistics Canada, the number of Canadians living alone has reached a record high. In fact, the one-person household is the most common household
The first things that come to mind when you think of estate planning might be your will, beneficiaries and executor or estate administrator. However, another
If you haven’t accounted for your digital property in your will or another document, you’re not alone. This is often overlooked when planning an estate.
Digita
Giving a financial gift to a grandchild can be tremendously satisfying, knowing you’re helping to make a difference in a loved one’s life. The first step is