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

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

This company helps donors vet charities in the digital age

Father squanders multi-million-dollar legacy

Balancing the needs of income and capital beneficiaries