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 ...