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Marshal News

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HomeFollow -up planning

Tag: Follow -up planning

“I inherited my husband’s TFSA. Does that influence my contribution space?” – Moneysense
Personal Finance

“I inherited my husband’s TFSA. Does that influence my contribution space?” – Moneysense

You could roll his money in your TFSA because of actions that you have taken, that I will explain further, or because your husband called you as a successor. The most important designation options for TFSAs are beneficiary, successor or estate. Beneficiaries receive the value of the TFSA at the time of the owner’s death, […]

author
By Tomasa Rizzotti
July 29, 2025July 29, 2025
How you prepare your most important employees to take over your company | Entrepreneur
Business

How you prepare your most important employees to take over your company | Entrepreneur

The opinions expressed by the entrepreneur are their own contributors. It is known that only 20% of small companies that are going to sell to the market, and the Silver Tsunami, who make the huge wave of Baby Boomer business owners who want to retire, make the problem worse. Most of these companies will not […]

author
By Tomasa Rizzotti
May 27, 2025May 27, 2025

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