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estate planning

TFSA estate planning: Key points to get right

A Tax-Free Savings Account is a powerful tool, in part, because you can keep contributing to it until the day you die. It can also be a very tax-efficient way to pass along assets to a loved one, if you’re smart about it. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to highlight some ways to ensure your heirs get the benefit of your good planning.
September 12, 2023
Retirement / Family

Know the law when you’re common-law

Is there a difference in your rights and responsibilities between common-law and married couples? It may be a good idea to find out before you shack up.
September 12, 2023
Family

Estate planning considerations when you don’t have children

Estate planning isn’t just for couples and individuals with children. It can be an important process for people without children as well. Mindi Banach, Tax and Estate Planner, TD Wealth, joins Kim Parlee to talk about how child-free people can plan for the future of their estate.
August 3, 2023
Family / House

Jotted down your final wishes in a notebook? Put them in a Will instead

If you’ve scribbled down your final wishes and tucked them in a cabinet or the couch cushions, you may want to consider documenting and storing them properly. That means having a legal Will and keeping it up to date. Nicole Ewing, Director, Tax and Estate Planning, TD Wealth, joins Kim Parlee to discuss some of the ways you can prevent confusion for your family and loved ones should you pass away.
July 18, 2023
Family

Are your digital assets ready for the afterlife?

What happens to your social media accounts and cryptocurrency assets when you die? Mindi Banach, Tax and Estate Planner, TD Wealth, explains the importance of estate planning in a digital age.
June 19, 2023
Retirement / Family