What happens to U.S. Savings Bonds with the death of the bondholder? The answer depends on who owns the savings bond and whether others are ...

Elvis lives. A “new” Elvis Presley album is out this week, Sunset Boulevard, comprising fresh mixes of songs recorded in Los ...

Flexible spending accounts are offered by employers, and contributions are limited annually (in 2025, the limit is $3,300).

Estate planning is a vital step in protecting your legacy and ensuring your loved ones are protected. Yet, many individuals ...

It matters how you designate a spouse on your TFSA should you die before they do. Successor holders get the best (and ...

Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you ...

Learn the benefits and drawbacks of using trusts versus outright gifts when passing assets to your children or grandchildren.

Understanding the legislation that underpins your financial planning is critical to making confident decisions about your ...

There can be significant differences in tax payable depending on whether a benefit paid is a member withdrawal or a death benefit payment, an industry stalwart has warned.

Intestacy laws step in immediately when someone dies without clear instructions. These laws, which vary by state, decide who ...

After losing a loved one, paperwork is often the last thing grieving families want to deal with. But for one Reddit user, a surprising letter from the Social Security Administration months after their ...

As the definition of interdependency requires all elements to be established, an interdependency relationship, was ...