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Trusts can be powerful tools.

They shelter your clients from undue tax. They also ensure clients’ wishes are executed after they’re gone. And they help them plan for old age.

With those benefits come complications. Budget 2014 introduced new trust rules, and longstanding laws still cast shadows on estate strategies.

Help your clients understand the benefits and responsibilities that come with using trusts.

These articles from Advisor To Client can spur conversations:

How to use testamentary trusts

Should you put your cottage in a trust?

Trusts for old age planning

Budget 2014 clamps down on trusts

Avoid high tax on old trusts

U.S. trust technique saves tax

You can print these articles to pass along, or share them using the site’s email, Twitter and LinkedIn buttons.

AdvisorToClient has lots of helpful tools, including Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.

Originally published on Advisor.ca

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