Estate and trust planning help for financial advisors |

Estate Planning

Best tax options to transfer the cottage to kids

CRA to increase filing requirements for trusts

How retirees can accumulate RRSP room

More Estate Planning

3 tricky trust rules

The changing landscape of testamentary trusts

Don’t delegate trustee duties

When a client might cut off an adult child

What to do with unexpected assets

Advise clients about potential forced heirship

Help clients prioritize retirement

Help an ailing business owner

Will assets pass away with your clients?

How to buy U.S. real estate

Tax benefits of an estate freeze