A previous blog—“Have you built charity and philanthropy into your estate plan?”—provided an overview of strategies to give to charity on death. Now, let’s delve more deeply into how you can plan for a direct gift to charity in your estate plan. Here are five ways to accomplish this:

When you imagine the post-secondary education you’ll fund with a Registered Education Savings Plan (RESP), you may first think of a university or college. However, the government lists several hundred institutions beyond traditional universities and colleges that have programs eligible for RESP funding.

Life is different once your children leave home and start out on their own. Whether you have a sense of melancholy or feel free and easy as you look forward to a new chapter, it’s important to recognize that various aspects of your financial life may change.

How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow?

There is no cookie-cutter approach to withdrawing retirement income. Here are just some of the factors that make one retiree’s income plan different from another’s.

Tax season is approaching, which means looking for credits and deductions to pay less tax wherever possible. However, other opportunities are available to save tax that may be implemented at any time during the year.

With the winter holidays fast approaching, many media campaigns are asking us to remember the less fortunate in our communities and beyond, and to donate generously to help support them.

If there’s one thing we can count on every January, it’s financial forecasts for the upcoming year. Whether online, in the business press, on television or on the radio, predictions abound on markets and the economy.

If you own or plan to own a U.S. property, seek legal and tax advice from an advisor specializing in cross-border estate planning to ensure your wishes on death are realized in the most tax-effective manner.

When a person dies, decisions regarding the funeral are left to that individual’s executor (liquidator in Quebec). Practically speaking, funeral planning normally falls to the family. Without clear instructions, this may result in distress and uncertainty.

Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal representative, depending on the province.