Estate and trust planning help for financial advisors |

Estate Planning

Informal trust accounts: How they do and don’t work

More Estate Planning

Article series: Tax and insurance

How to deal with an insolvent estate

How U.S. personal tax changes affect estate planning

Prevent problems with bequests

What happens when an estate gets reopened

Pitfalls when filing the T3 tax return

CRA to increase filing requirements for trusts

How retirees can accumulate RRSP room

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