Managing Money
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Audits and investigations by Canada Revenue Agency
The CRA is the federal agency that administers tax laws for most...
How can I make sure my child who has a disability is provided for when I die?
There are several options to consider when planning to provide for a...
What are my duties as executor?
In the unfortunate event of death, the executor(s) named by a Will...
How can I leave my pension to the person I choose?
Whether pension payments can be left by will to another person...
Should we own our home as Joint Tenants or Tenants in Common?
Should we own our home as Joint Tenants or Tenants in...
Things to Consider when Making a Will
The thought of making and planning the distribution of your estate...
I made a Mistake on my Tax Return. What do I do?
Mistakes happen, even on tax returns!
If you’ve filed your tax...
Don’t forget your digital assets
Making a list of personal assets is one of the first things that...
Making gifts during your lifetime
It has become increasingly common for parents to give gifts to their...
Do I need to declare my cryptocurrency to CRA?
Yes. Digital currencies, including cryptocurrencies, are subject to...
I have been given Power of Attorney. What does that mean?
Outside of Québec, the role of someone appointed under a Power of...
Who should be executor of my Will?
One of the most important decisions to make when preparing a Will is...
Can I Exclude Dependents From Receiving Assets From My Estate?
Some people may wish to leave money or other assets to individuals or...
Why is CRA investigating my deceased relative’s tax affairs?
When a loved one dies, and you are named executor of the will, or you...
I don’t believe it! Common excuses for not making a will
Making a will is important for various reasons. Not only does...
What is Probate? What does it mean to probate a Will?
Probate, from the Latin probare, “to test or prove,”...
What should I look for when choosing a trustee?
If you’re thinking about setting up a trust, either to take effect...
The risks of not making a will
Making a will can seem like an unpleasant or dreary task to be put...
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