Estate Planning | Jahid Hassan, CFA, CFP

Headline who inherits your accounts. Three account boxes for RRSP, TFSA and insurance point along a gold arrow to a named person. A gold key note reads designations beat the will.

Beneficiary Designations: The 15-Minute Decision People Skip

Beneficiary designations override your will. Whoever is named on your RRSP, TFSA, or life insurance gets it, so name a primary and a contingent.

Headline how much life insurance. A family of three shelters under a gold umbrella beside a mortgage and debts box. A gold key note reads cover the years they would depend on you.

How Much Life Insurance Do You Actually Need?

How much life insurance do you need? Size it to your debts plus your income times the years your family depends on it, minus what you already have.