Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

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

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