Estate and trust planning help for financial advisors |

Estate Planning

How retirees can accumulate RRSP room

What TOSI means for succession planning

The perils of will kits in estate planning

More Estate Planning

What to do when clients argue over shared property

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

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