Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

Tax benefits of an estate freeze

5 steps to estate success

Tax changes may hurt disabled Canadians

Budget gives executors wiggle room

How to deal with a cross-border estate

5 common drafting problems with wills

Income splitting won’t benefit most families

Dealing with POA abuse

How to keep second-generation clients

Stress-testing a will

How enforceable is a marriage contract?

Key times to update client estate plans

Estate planning for wealthy seniors

3 ways to create an insurance trust