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Estate Planning for Canadians
To ensure that your assets are distributed correctly, you will need a last will and testament and may also want to consider a living will, a power of attorney, and a trust.
4 Mistakes Clients Make with Roth IRAs and Their Estate
Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
Encumbrances And Nonpossessory Interests In Real Property
Learn about nonpossessory interests and the various forms of encumbrances.
Gross estate is the gross value of a person's estate at the time of their death before liabilities such as outstanding debt and taxes are subtracted.
An estate freeze is an asset management strategy whereby an estate owner aims to transfer assets to his or her beneficiaries without a tax consequence.
Declining an Inheritance
Inheriting assets is not always a good thing. Here is what to do if you want to disclaim an inheritance.
What to Do With a Large Inheritance
What you need to know about investing an inheritance, estate taxes, and how to handle inherited assets like stocks, retirement accounts, or a house.
The Real Cost of a Financial Advisor
Don't think you can afford a financial advisor? Think again. Here's why you should reconsider hiring an advisor.
What Are Death Taxes? How To Reduce or Avoid Them
Death taxes, also called estate taxes, are taxes imposed by the federal and some state government on someone's estate upon death.
Inheritance refers to the assets a person leaves to others after they die. Read about inheritance taxes and the probate process.