Estate Planning - Page 3 - The Globe and Mail

Latest articles

September 2, 2025

When an inheritance comes with stipulations: ‘They want control from the grave’

August 26, 2025

opinion

How cross-border beneficiaries can avoid a nasty tax surprise when a business-owner parent dies

Max Reed

August 8, 2025

financial facelift

Now with $4-million, what’s the best way for Mike and Miriam to deal with their capital gains?

August 7, 2025

Once your mortgage has been paid off, what’s the best use of the freed up cash

August 6, 2025

What this semi-retired accountant did with $3-million from multiple inheritances

July 23, 2025

opinion

The many tax and planning benefits of an estate freeze

Tim Cestnick

July 23, 2025

This retiree was shocked to find herself the beneficiary of an old friend’s will

July 9, 2025

After disputed cottage sale, executors found personally liable for legal costs when they appealed their removal

July 7, 2025

opinion

How advisors can adjust retirement and estate planning for DINK couples

Diana Orlic

July 2, 2025

Should adult children be added to parents’ real estate title?

June 19, 2025

tax matters

Lost wills, late changes and surprise disinheritances: They’re more common than you think

Tim Cestnick

June 19, 2025

The rise of giving while living: Advisors play a key role in smart wealth transfer strategies

June 12, 2025

Why horizontal wealth transfers deserve more attention

June 11, 2025

opinion

Financial considerations when giving and receiving an early inheritance

Alexandra Horwood

June 5, 2025

carrick on money

Financial lessons from a woman whose husband died suddenly at 39

May 21, 2025

opinion

Advisors must be prepared to spot signs of cognitive decline

Damon Murchison

May 20, 2025

Managing investments in an estate comes with added risks in volatile markets

May 16, 2025

‘She is going to get it all’: What really happens when wills aren’t clear

May 13, 2025

carrick on money

Forget rising home equity – inheritances are the new wealth brag

May 8, 2025

Want to die well? Death doulas are on the rise in end-of-life and estate-planning

April 8, 2025

Family vacations might be the best setting to talk to your kids about money

April 6, 2025

Financial tasks you can do now to make things easier on your kids after you die

Anita Bruinsma

March 27, 2025

tax matters

Leaving an inheritance to heirs in the U.S. requires special planning more than ever

Tim Cestnick

February 3, 2025

Why some clients are producing documentaries and books as part of their legacy planning

August 24, 2023

retirement roadmap

Tying everything together with a will and insurance