Estate and trust planning help for financial advisors |

Estate Planning

Informal trust accounts: How they do and don’t work

More Estate Planning

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?

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