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Estate planning fundamentals
Why you need to review your beneficiary designations — and how to do it right
Outdated designations can override your will, cause family conflict, and create major tax consequences. One simple review prevents all of it.
Carrie Wang, CLU®
6 min read
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All estate planning articles
Executor guide
A plain-language guide to being an executor in Canada
Being named an executor is an honour — but it comes with real legal responsibilities and potential personal liability if things go wrong.
Estate equalization
Estate equalization with life insurance — distributing your estate fairly
When your estate can't simply be split equally, life insurance creates the solution. No forced asset sales, no family conflict.
Charitable giving
Leaving a legacy: tax-efficient charitable giving strategies for your estate
A large donation in the year of death can offset up to 100% of income. Here's how to give more while paying less tax.