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Viewpoints about Wealth Transfer Strategies
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Quebec edition: Wills 101
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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RRSPs and RRIFs on death
Contributions to Registered Retirement Savings Plans (RRSPs) are deductible and any growth or income earned on the underlying investment in the RRSP or Registered Retirement Income Fund (RRIF) is not taxed until withdrawn. This article looks at some frequently asked questions to provide more clarity on what happens on the death of an RRSP or RRIF owner.
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When to consider the RRIF Successor Annuitant Option¹
If you want to provide for your children, or your spouse is incapacitated or financially irresponsible, consider naming them successor annuitant or Joint Life.
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Be Careful with Joint Ownership
Using joint ownership to avoid probate is a complex and potentially litigious process. Consider these other, less-risky methods that offer additional benefits.
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Keeping the Family Cottage in the Family
Passing on a family cottage? Half of any increase in value is taxable at death. This strategy protects against an estate having to sell a cottage to pay the tax.
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Quebec edition: Common Wealth Transfer Mistakes¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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Income solutions for trusts¹
This article looks at trusts and how one could be set up where the trustee would like a guaranteed income stream to flow through to the trust beneficiary to help fund their retirement income.
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Minimizing taxes on death
Nobody likes to think about their death and pay more tax than they have to. But, with a little planning you can minimize the taxes your estate might pay at death.
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