Estate and trust planning help for financial advisors |

Estate Planning

Best tax options to transfer the cottage to kids

CRA to increase filing requirements for trusts

How retirees can accumulate RRSP room

More Estate Planning

Prevent problems with bequests

What happens when an estate gets reopened

Pitfalls when filing the T3 tax return

What TOSI means for succession planning

What to do when clients argue over shared property

The perils of will kits in estate planning

How to educate clients about prenups

Let clients know about these will restrictions

How an executor can handle real estate assets

RRSPs and TFSAs: unused contribution room at death

Protect gifts toward a matrimonial home from divorce

How to moderate family meetings