happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

Jun 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

Read more
senior-couple-going-through-paperwork-on-sofa-at-home-in-page

Talking to your parents about their estate plan

Jun 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

Read more
muiltigenerational family picnic

A guide to family meetings: Five tips to consider

Mar 17, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

Consider these strategies to help make family meetings an effective tool in wealth transfer planning.

Read more
person in wheelchair

Thinking ahead for beneficiaries with disabilities

Mar 15, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

When a family member has a disability, estate planning may be more complex. Here are two potential options to consider.

Read more

In the face of loss: Handling an estate and stepping in as sole financial decision-maker

Mar 13, 2020 |Investment, tax and lifestyle perspectives from RBC Wealth Management Services

After losing her partner of 32 years, Lorraine was overwhelmed with grief. Then came the challenges of estate settlement and taking on the finances. Here’s how she found direction to get through it.

Read more

How do you want to leave your financial legacy?

Jun 27, 2019 |Nida Imran

"The act of passing on your wealth is much more than dollar figures; it’s about ensuring that your wealth endures to benefit future generations."

Read more