How can we ensure our U.S.-based daughter is an equal executor with her siblings?
Open this photo in gallery: Illustration by The Globe and Mail Q: My husband and I have appointed…
More Canadians are hoarding cash. That can come at a cost to long-term savings
Open this photo in gallery: Leaning too heavily on cash can come with trade-offs that affect long-term financial…
What this 85-year-old, seven-time executor can teach you about carrying out wills
Open this photo in gallery: Photo illustration by The Globe and Mail/Sources: Getty Images The beneficiary: “Paul” is…
I’m 67 and retiring, but my spouse will keep working. Should I wait until 70 to take CPP?
Open this photo in gallery: Illustration by The Globe and Mail Q: I am retiring later this year…
How this ‘bossy’ sister is making sure the kids get their piece of her father’s estate
Open this photo in gallery: Illustration by The Globe and Mail. Sources: Getty Images The beneficiary: At 66,…
Worried about geopolitical risk and your retirement portfolio? There’s a bigger issue at play
Open this photo in gallery: Financial data displayed at the New York Stock Exchange on Monday. Planners say…
Should we help our son buy a home even though we’re on the verge of retirement?
Open this photo in gallery: Illustration by The Globe and Mail Q: We’re on the verge of retirement,…
‘Will our children need to pay capital gains on land they inherit?’
Open this photo in gallery: Illustration by The Globe and Mail Q: My wife inherited 150 acres of…
‘How should I choose a financial adviser and set a plan?’
Open this photo in gallery: Illustration by The Globe and Mail Q: With so many financial advisers out…
The ‘golden child’ who defied her father’s plan for his million-dollar estate
Open this photo in gallery: The beneficiary: “Marilyn” is a 47-year-old communication strategist in British Columbia. She’s in…
Waiting for $1-million: What this 55-year-old project manager learned from getting stuck in inheritance limbo
Open this photo in gallery: The Beneficiary: “Charlotte” is a 55-year-old divorced, single mom of two teenagers who…
How a retired accountant spent his frugal father’s inheritance meaningfully
Open this photo in gallery: Illustration by The Globe and Mail. Source image: Getty Images. The beneficiary: “Daniel”…