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

Protect the family cottage

Why prepay the funeral?

Insure the cottage correctly

Protect businesses from husbands

Insurance won’t solve everything

Advisors must help clients plan their deaths

Educate clients about advance care directives

3 estate planning mistakes

Estate pros must consider digital assets

Missed STEP? Check out our tweets

Why pets should be in your will

How to destroy an inheritance

5 reasons trusts work for incapacity planning

Executor duties burdensome

Pay for the funeral, in advance