Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

U.S. pensions and RRSP transfers

Registered losses deductible to estate

TFSAs and estate planning

Case study: How to use TFSAs for different client types

Up to speed: An overview of tax changes in 2008

More tax planning reading, resources and tools

Legally speaking: Botched beneficiary designations

Legacy or executor fees

Structural advantage

Do you take this prenuptial?