Dear Wife & Mother, Happy Valentine’s Day to you — and many happy returns. This year, your daughter will get a rose, while ...

Though tax-free savings accounts (TFSAs) have been around for a while, there’s still some confusion about what happens on the ...

It is becoming increasingly commonplace for people to enter long-term romantic relationships without legally marrying. While there are no ...

Inherited IRAs pose a number of new challenges, due to the SECURE Act of 2019 and updated IRS guidelines regarding RMDs.

A recent ruling shouldn’t necessarily lead clients to name their spouse as beneficiary of their registered plans ...

A well-structured trust is often a central estate planning tool for small businesses and closely held family business owners ...

Close to 60% of TPS recipients in Florida, home to the largest population of program beneficiaries from all nationalities of ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

Your investment account’s transfer process after death depends on how you’ve set it up – from quick transfers with proper ...

No T4A slip would be issued and Form RC240, Designation of an Exempt Contribution –Tax‑Free Savings Account (TFSA), is not required in this situation. This is because Ginette was a resident, at the ...