Tax deadlines are nearing and it can be a good time to review your year-end finances before 2022 arrives. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, about managing tax-loss selling, reporting obligations for those who hold cryptocurrency, and why now can be an opportune time to consider a charitable donation.
One of the many things the pandemic may have changed is our attitude towards senior accommodations and long-term care. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, about what people need to consider if a family member suddenly decides a traditional retirement home is no longer right for them.
Many moms and dads lend their children money for their first homes. But parents may actually cause harm to their own financial picture if they fail to plan the loan carefully. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, about how you can protect yourself and avoid family rifts.
While it seems many celebrities and billionaire couples forego getting a prenuptial agreement, there are some very real reasons you shouldn’t. Kim Parlee talks to Nicole Ewing, Director, Tax and Estate Planning, at TD Wealth, about how prenups may actually strengthen a marriage as well as ensure your financial and legal interests are protected.
It’s not nice to think about, but sometimes family relations can get strained to the point one member wishes to cut another out of their will. Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planner with TD Wealth about what it takes to remove someone from your last testament.
