Testamentary Trusts: Valuable Planning Tools
By Olev Edur According to Lydia Potocnik, head of estate planning and philanthropic advisory services at BMO Private Wealth in…
Rights & Money
Planning Your Retirement Income
By Olev Edur My wife and I are in our 80s, and our wills leave all our assets to our only son, who is now in his 50s. We both have pretty good pensions, so we don’t need to touch…
How to Pass On Your Wealth Wisely
Giving some of your assets to family requires careful planning—and the same is true if you’re the one on the…
A Question about Guaranteed Income Supplement
By Olev Edur I’m 64 and single, and I recently left my job and began receiving Canada Pension Plan (CPP)…
Check and Recheck Your Will
By Olev Edur My husband passed away last year. A friend has told me that she had to draft a…
How to Save Money With Income Splitting
If you can move some of your income to someone being taxed at a lower rate, you can reduce your…
Fighting Inflation With Gold
By Olev Edur While adding gold to your portfolio can be a good idea, you need to do it carefully…
Your Tax Guide for 2022
Make sure you get all the credits available to you so you don’t pay more than you have to …
How to Protect a Bequest
By Olev Edur I’m a 77-year-old widow living in North Bay, Ont. I have about $300,000 in my RRIF, $250,000…
The Importance of Your Will
By Olev Edur If you haven’t yet found the time to draft a will, you should, and if you do…