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

This company helps donors vet charities in the digital age

Father squanders multi-million-dollar legacy

Balancing the needs of income and capital beneficiaries

Should clients use trust protectors?

3 fixes for clients’ trust woes

Deceased mother’s codicil bites back

Finance drafts solution to spousal trust nightmare

Green donation guide released

Don’t let clients avoid estate planning

The trouble with new spousal trust rules

Help clients avoid lonely deaths

Provincial trust residency tested

Can you really protect executors from liability?