Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

Five risks to holding property jointly

Share wealth without the tax burden

How to tailor insurance to affluent clients

Income splitting from beyond the grave

Get beneficiary designations right

Inter vivos trusts help minimize tax

Five ways clients can avoid property hassles

Will estate taxes come back?

Combining insurance policies

Help clients keep their cottages

Do’s and don’ts for advising trusts

Sandwiched boomers must work longer

Due diligence can prevent estate litigation

CRA on the prowl

Fear hinders effective transfer of wealth: SEI