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.
Have you been asked to be an executor? The role involves settling a person’s estate after they pass. It can be very challenging if not overwhelming. Greg Bonnell speaks with Georgia Swan, Tax and Estate Planner, TD Wealth, about what’s involved and what to consider before you say “yes.”
So you’ve set up your estate plan. That’s great! But that doesn’t mean your job is done. It’s important to regularly review your documents and keep them up to date. Forgetting to do so could create challenges down the road. Anthony Okolie speaks with Treva Newton, Tax and Estate Planner, TD Wealth, about occasions when you should be updating your estate plan.
Test your knowledge of these investing basics with a short quiz. Are you ready to raise your game?
Don’t let your inheritance throw you for a loop: Receiving an inheritance after the death of a loved one can be emotionally and financially stressful. It may be difficult to wade through all the options and make plans for the money in a smart and meaningful way. Here are some considerations if you think you may inherit assets in your lifetime.