Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

To tell or not to tell

Do you know how to use in-trust accounts?

Inheritance? Don’t bet on it

Guided giving

Avoiding probate court

Should your client dodge probate?

More than an honour

Estate planning checklist

Close the gap in your client’s will

Five Ways to Pay Capital Gains Tax

Is your client legally competent?

The quintessential fiduciary

Avoid sibling rivalry over jointly held property