Making the most of a First Home Savings Account

Do you have a child who aims to be a homeowner? We’ve got strategies to help your child—and you—use a First Home Savings Account (FHSA) to its best advantage....

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Ways to give to grandchildren

Making a difference in a loved one’s life is truly rewarding. Explore the ways you can help a grandchild, and understand why the first decision is when to give the gift....

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Have you named a trusted contact person?

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

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Transferring the family vacation property: now or later?

When you sell or give a vacation property to your children, you’ll need to manage the tax liability on capital gains. Should you pay a smaller tax bill now or leave a larger tax bill for your estate?...

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Help your child purchase a home with an FHSA

What do you get when you combine some of the best features of a Registered Retirement Savings Plan (RRSP) and a Tax-Free Savings Account (TFSA)? Read about the new First Home Savings Account (FHSA)....

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Ensure family harmony when planning your estate

You want an inheritance to leave your children better off—not in conflict with each other. The good news is that communication can head off disputes....

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Single? Estate planning is still important

You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite....

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Time for a vacation property chat?

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....

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RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Control the inheritance you leave to your heirs

Think trusts are only for the rich and famous? You’ll see a variety of uses that show why trusts can meet the estate planning needs of just about anyone....

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