Posts tagged Estate Planning
Co-owning a business can work well — until circumstances change. If you co-own a business with family members or other shareholders, do you know how you would handle the unexpected?
Half of Canadians say they don't, according to a 2023 study from the Angus Reid Institute.
If you're planning to exit your business, understanding your options and planning early can help make the transition smoother.
Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help crea…
TD Wealth's Monique Shebbeare breaks down viral financial advice, and why it could backfire.
Preparing your child for an inheritance isn't just about the Will — it's about readiness. Mindi Banach, Tax and Estate Planner at TD Wealth, explains how parents and grandparents could distribute ass…
Did you know you could have a Trust even if you never intended to set one up? Georgia Swan, Tax and Estate Planner at TD Wealth, explains how common arrangements like joint accounts or accounts for c…
British Columbia is one province where handwritten Wills are not legally recognized. But even in provinces that allow them, a do-it-yourself solution can pose a greater risk of costly disputes and de…
