Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

RRSPs and TFSAs: unused contribution room at death

More Estate Planning

How clients can be undone by undue influence

Why family gifts and loans require planning

Joint tenancy, a primer

The benefits of family trusts

Be ready to talk about assisted dying: doctor

3 investment rules estate trustees must know

Homeownership rights for cohabiting clients

4 ways to negotiate a marriage agreement

When the executor is also a beneficiary

What to do when an adult child dies intestate