Get a Free Quote

BLOG › CATEGORY

Senior Finance

Wills, probate, estate planning, downsizing, and senior money matters.

Retired Canadian couple reviewing medical receipts and tax paperwork at a sunlit kitchen table
Senior Finance

Medical Expenses Tax Credit in Canada: What Retirees Can Claim in 2026

A plain-English guide to the Medical Expense Tax Credit for Canadian retirees in 2026, including thresholds, eligible costs, and how to maximize your claim.

Jul 05, 2026
Canadian couple reviewing power of attorney documents at their kitchen table
Senior Finance

Power of Attorney in Canada: Financial vs Personal

A plain-language guide to Canadian Power of Attorney: how Financial POA differs from Personal Care POA, how provincial rules vary, and what to know before naming anyone.

Jun 25, 2026
Executor reviewing estate paperwork and a will at a home desk
Senior Finance

Executor Duties in Canada: A Step-by-Step Guide

Being named executor in Canada means 12 to 24 months of paperwork, probate, CRA filings and personal liability if you miss a step. Here's the work in order, from the funeral to the final distribution.

Jan 30, 2026
Canadian family reviewing estate planning documents at a dining room table
Senior Finance

Probate in Canada: Province-by-Province Costs

Probate fees across Canada range from $0 in Manitoba and Quebec (with a notarial will) to over $14,000 on a $1M Ontario estate. Here's how each province stacks up in 2026, and what families typically do about it.

Jan 02, 2026
Canadian couple reviewing will and estate planning documents at their kitchen table
Senior Finance

Writing a Will in Canada: What You Need to Know

A plain-language guide to writing a will in Canada — what makes it legally valid, how probate and CRA taxes work, choosing an executor, and the province-by-province differences most families don't see coming.

Dec 12, 2025
Senior Canadian couple reviewing estate planning documents at a home office desk
Senior Finance

Estate Planning Without Children: Canadian Options

Canadians without children face unique estate planning challenges. From naming beneficiaries and executors to managing RRSP taxes and probate, here is a plain-language guide to your real options across the provinces.

Oct 05, 2025
Senior Canadian couple reviewing advance directive and estate planning documents at their kitchen table
Senior Finance

Living Will Canada: How to Document Your Wishes

A practical guide to living wills in Canada: what they're actually called province by province, what to include, how to choose a substitute decision-maker, and how to keep your wishes legally enforceable.

Sep 11, 2025
Senior Canadian couple reviewing reverse mortgage paperwork at their kitchen table
Senior Finance

Reverse Mortgage Canada: Pros, Cons, and Math

Reverse mortgages let Canadian homeowners 55+ pull tax-free cash from their home without monthly payments, but the compounding interest math matters. Here's an honest look at the pros, cons, and numbers.

Sep 02, 2025
Senior Canadian couple reviewing home sale paperwork and tax documents at their dining table
Senior Finance

Downsizing Your Home in Retirement: Tax Implications

Selling the family home in retirement is often tax-free thanks to the Principal Residence Exemption, but OAS clawback, probate fees, and proceeds planning can quietly cost Canadians thousands. Here's what to think through before you list.

Aug 07, 2025

Compare life insurance options.

Get a free quote from licensed Canadian providers in under 60 seconds.

Get a Free Quote