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 define an estate

Shield your clients’ estates

Help clients understand trusts

Women will lead first-time homebuyers

Don’t assume your client has a will

Tips for singles to leave legacies

Estate planning enters 21st century

Deconstructing wealth

Trust residence ruling upheld

Charitable tax credits flexible after death

QDOT: Estate planning for non-U.S. citizen spouse

Resources on charitable giving

To tell or not to tell

Do you know how to use in-trust accounts?