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

Estate planning for diverse communities

Agricultural legacies are opportunities for advisors

Three tools for people with special needs

Tips for teams working with family enterprise clients

Are marriage contracts enforceable?

Vacation property succession planning: Part 2

Vacation property succession planning: Part 1

Choose the right estate freeze

How to handle multijurisdictional planning

What to know about investing within a trust

Tax effects of inheriting money from the U.S.

Should coupled clients have joint accounts?

Dying intestate: what clients should know

Creative planning for incapacity