Estate and trust planning help for financial advisors |

Estate Planning

RRSPs and TFSAs: unused contribution room at death

Protect gifts toward a matrimonial home from divorce

How to moderate family meetings

Make these moves first when divorce strikes

More Estate Planning

How an executor can handle real estate assets

How to plan for cottage succession

How life insurance dispositions are taxed

Consider these issues when planning cottage succession

How proposed tax changes target income sprinkling

Estate planning for a client’s digital assets

How Finance’s tax proposals will squeeze biz owners

How clients can be undone by undue influence

Why family gifts and loans require planning

Joint tenancy, a primer

The benefits of family trusts