According to the National Institute on Ageing and RBC Royal Trust, more than 25 per cent of Canadians over the age of 55 lack ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

Here are simplified explanations, definitions and uses for some estate planning tools. Newsletter sign up Newsletter; When you purchase through links on our site, we may earn an affiliate commission.

Learn what holistic financial planning is, the importance of having a comprehensive plan, and the benefits from following a holistic approach.

Explore the five essential reasons why incorporating a trust into your estate plan can safeguard your assets, protect your loved ones, and optimise your tax strategy.

There are a few advantages and disadvantages to having a revocable living trust, if the investor decides to use this as one of their estate planning tools. Here are the advantages: 1.

Estate planning definition “Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or in case of incapacity,” explained ...

What Is a Trust? Definition, Account Types and Benefits. A well-designed trust can help save time, ... Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order.

Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die. 2 ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

Grantor retained annuity trusts are estate planning instruments that allow a grantor to lock assets into a trust from which they can earn annual income. GRATs are established for a specific number ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...