Learn how to protect your assets in a 5-part series on Estate Planning, featuring advice from experts in taxation, trust and estate planning.
Many estate planning mistakes are made through inexperience and lack of knowledge. This report will help identify 2 of the most common mistakes people make with their estate plans, as well as some strategies to remedy them.
Even when a will has been executed as part of an estate plan, there could be some mistakes that are commonly made.
A comprehensive estate plan should include plans for the needs of your surviving beneficiaries in the case of death; as well as plans for management of your finances if you should become unable to manage them by yourself.
Leaving assets in a trust, rather than naming direct beneficiaries who will receive assets outright upon your death, can help solve some common estate planning mistakes.
While people often think of transferring property upon death, you may also wish to consider transferring property during your lifetime.
During the summer months, many families spend time together away from the hustle and bustle of daily living, but what is your transition plan for your vacation home?
You may wish to consider these financial options for when you are not able to make decisions for yourself as a result of illness, incapacity or other unforeseen circumstances. Review this important information, including a link to an online brochure from the Government of Canada.
If your heirs are U.S. citizens or residents, taxes may erode their inheritance. Estate planning may help them to preserve family wealth.
Here are some simple tips that you can follow to ensure that your online banking experience is safe and hassle free.
10 estate-planning tips to ensure that your assets go to the people you care about.
In the face of unexpected events you can protect your finances with insurance on credit products.
Life insurance is important in planning for contingencies, providing for dependants and ensuring your financial goals will be achieved.
84 per cent of Canadians with a will have named a family member or friend as executor, even though many don’t have the time or expertise for it.
Identity fraud is the stealing of personal information and then using it illegally.
Whenever you're using your credit card, and even when you're not, it’s important that you feel your personal information is secure.
Learn how you can protect yourself from this growing trend.
Watch out for fraudulent emails and suspicious web pages and text messages, which can be used to gather sensitive information for the purpose of stealing your identity.
Debit card fraud occurs when the information contained on your debit card is stolen and used to obtain funds from your account without your authorization.
Receiving a one-time lump sum payment can have a significant impact on your lifestyle — and your personal income taxes.
According to a recent financial poll conducted by Ipsos Reid, only 30% of Canadian adults have a formal estate plan.
Invest inheritances, bonuses, raises and other influxes of money to increase your wealth.
Understand the importance of estate planning.