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beneficiaries

Are your beneficiaries up to date?

You’ve got life insurance in place, you’re saving for retirement and you have a company pension. You appear to have it all together when it comes to your finances, but are your beneficiaries up to date? If they aren’t, it could have a detrimental effect on even the most thorough estate plans. Georgia Swan, Tax and Estate Planner with TD Wealth, joins Kim Parlee to talk about the importance of beneficiaries.
December 22, 2021

Are your beneficiaries up to date?

You’ve got life insurance in place, you’re saving for retirement and you have a company pension. You appear to have it all together when it comes to your finances, but are your beneficiaries up to date? If they aren’t, it could have a detrimental effect on even the most thorough estate plans. Georgia Swan, Tax and Estate Planner with TD Wealth, joins Kim Parlee to talk about the importance of beneficiaries.
November 24, 2021
Retirement / Family

Ask MoneyTalk: Will I be taxed on my inheritance?

Getting an inheritance from a loved one may be bittersweet but it may be awkward if a tax bill comes attached. Kim Parlee talks to Georgia Swan, a Tax and Estate Planner with TD Wealth, about some options around inheritances and why the CRA may wish to claw some funds back.
July 19, 2021
Spend /Play /Travel

No will? No excuse!

Statistics say 50% of Canadians don’t have a will. Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planner, TD Wealth, who shoots down many of the excuses people make.
February 7, 2019
Retirement / Family

Money from above

In the years to come, many millennial-aged Canadians will inherit money from their loved ones. The question is: What will they do with it?
November 16, 2018
Retirement / Family