Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

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

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