Can I be my own beneficiary? When you hold a financial account, you’re entitled to its assets as long as you’re alive. The ...

A Qualifying Terminable Interest Property (QTIP) trust can be an advantageous tool for married couples to utilize as part of ...

Many other financial products have beneficiary designations, as well, such as: A primary beneficiary is your first choice to receive an asset. You may also be asked to name a contingent ...

Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

Taylor Tepper covered banking, investing and pretty much everything else in personal finance for more than a decade, with his work appearing in the New York Times, Fortune and MONEY magazine, as ...

After the holder of a TFSA dies, possible tax implications can vary depending on one or more of the following factors: the type of TFSA the type of beneficiary(ies ... No T4A slip would be issued and ...

The disability tax credit (DTC) is a non-refundable tax credit that helps people with disabilities, or their supporting family member, reduce the amount of income tax they may have to pay. If you have ...