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Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
It feels strange to write a portfolio update during a time when everything seems to be okay for investors. This is not a statement of complete confidence, but rather an observation that, up until now, 2023 has provided a relatively calm investment environment. It's worth noting that such periods of stability have been more of an exception than the norm in investment markets since we joined TD Wealth Private Investment Advice in 2017.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
A year ago, investors looking to the year ahead viewed the prospects as uncertain, due to persistent inflation and a “return to normal” after years of stimulus and accommodative monetary policies. As it turned out, the financial markets would be challenged by the rapid rise in interest rates from the central banks’ efforts to reel in inflation.
