Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

RRSPs and TFSAs: unused contribution room at death

More Estate Planning

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

What a trustee should (and shouldn’t) do

Protect estates from litigation

Ethical wills: a client’s most valuable legacy?

Avoid conflicts between heirs

Anatomy of a business sale

Five ways to navigate blended-family finances

How many beneficiaries can clients have?

Getting the best price for your book