Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

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