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

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?

How to appoint the right executor

Multiple jurisdictions might mean multiple wills