Thinking of cancelling your life insurance policy? Learn how surrender penalties, fees, and tax consequences work in Canada — and what alternatives you may have.

This article breaks down what the executor actually has to do, how the process works in Canada, and what pitfalls to avoid — in plain, human language.

This article breaks down the key life insurance beneficiary rules in Canada to help you make informed decisions and avoid common pitfalls.

Discover smart ways to minimize estate taxes in Canada. Learn about capital gains after death, RRSP tax traps, probate avoidance, and inheritance tax strategies to maximize what you leave behind.

Discover the key differences between joint tenancy and tenants in common in Canada. Learn how each property ownership type affects probate, inheritance, and taxes in estate planning.

Protect your business and family with this essential guide to estate planning for Canadian small business owners. Learn about wills, tax strategies, succession planning, and more.

Estate planning is a crucial step to ensure your assets are protected, your wishes are honored, and your loved ones are taken care of after you’re gone. Whether you’re just starting out or reviewing an existing plan, understanding the nuances of estate planning in Canada can save time, money, and stress for you and your family.

Discover how a living trust can help you avoid probate, maintain privacy, and protect your assets during incapacity. Learn why living trusts offer a flexible, efficient way to manage your estate and ensure your loved ones inherit smoothly. Ideal for anyone looking to simplify inheritance and estate planning.

If you’ve ever spent a summer weekend paddling across a still lake or sitting by the fire under towering pines, you know there’s something timeless about Ontario’s cottage country. But beyond the nostalgia and the loons calling at dusk, there’s another enduring truth: Ontario cottages have always been smart investment properties.

Parental assistance comes in many forms, from financial gifts to practical support, and the best option depends on your family’s circumstances and long-term goals. Here are 10 common ways parents can help their children succeed, both during challenging times and when resources are more plentiful.

In this article, we’ll break down what a Vendor Take-Back mortgage is, how it works in Ontario, the benefits and risks involved, and key considerations for both buyers and sellers.

Wondering what to do with investment property when retired? Explore options for income, selling, or helping your kids buy their first home.