If you have investments in a Tax-Free Savings Account, Registered Retirement Savings Plan or Registered Retirement Income Fund, setting a beneficiary or successor can help ensure the funds get to the people you want after you’ve passed. So what’s the difference between a beneficiary and a successor? Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to shine some light on this important topic.
Greg Bonnell has a look at 3 financial planning issues that may face Canadians.
If you own a vacation home or other assets outside of Canada, there are some circumstances where you may want to consider having a Will as well as Powers of Attorney documentation that account for these assets. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to discuss what to know when it comes to estate planning for your international assets.
If you are incorporating friends into your estate plan, there could be cases where family expectations might conflict. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to outline the key documents you should have and steps you can take to help ensure your wishes are followed.
