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

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

Estate planning for a client’s digital assets

How Finance’s tax proposals will squeeze biz owners

How clients can be undone by undue influence

Why family gifts and loans require planning

Joint tenancy, a primer

The benefits of family trusts