Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

Business owners need succession help

Business owners need proactive tax planning

Incorporating charitable giving, estate-planning

Passing the baton

Joint accounts and survivorship rights

Income splitting in the TFSA era

Provinces crack down on aggressive tax planning

For retirees, the cupboard is bare

U.S. estate tax laws are changing

High-net-worth clients should draft dual wills

Bequeathing the family cottage — Part II

Complement RESPs with in-trust accounts

Ensure legal soundness when rearranging mortgages

Can kids handle the inheritance?