Estate and trust planning help for financial advisors |

Estate Planning

CRA to increase filing requirements for trusts

How retirees can accumulate RRSP room

What TOSI means for succession planning

The perils of will kits in estate planning

More Estate Planning

How best to use testamentary trusts

Appointing guardians for adults

5 tips to help cross-border clients

Financial tips for animal lovers

Get couples to sign a prenup

5 (more) tax and estate planning mistakes

3 ways to help a client who’s being sued

Handle U.S. estate tax exposure

Which services do clients value most?

New rules admit pets into human cemetaries

Help disinherit the black sheep

5 common tax mistakes

Faceoff: Should young people have wills?