Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

How an executor can handle real estate assets

How to moderate family meetings

How to plan for cottage succession

How life insurance dispositions are taxed

Consider these issues when planning cottage succession

Make these moves first when divorce strikes

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