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

Make a business sale tax efficient

Prepare to sell your business

How to use testamentary trusts

Help clients choose settlement options

Saving money on business succession

Help business owner clients sell out

Get clients to make estate decisions

Can clients trust their heirs?

An estate planning checklist

Hiring an executor

When business owners want buyers

How estates get ruined

Employees can buy out the boss