Estate and trust planning help for financial advisors | Advisor.ca

Estate Planning

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

More Estate Planning

When are trusts better than wills?

Get them on board

Lunchtime takeaway: How long will you live?

Are your clients’ kids snobs?

Transferring estate freeze assets

Passing down patents

Why retirement’s now a moving target

Avoid surprises

Giving through donor-advised funds

Insuring luxury items

Don’t fudge a business valuation

Snowbird property holding mistake

Want to beat the OAS clawback? Move south

Common U.S. tax troubles