Estate and trust planning help for financial advisors | Advisor.ca

Estate Planning

Let clients know about these will restrictions

RRSPs and TFSAs: unused contribution room at death

More Estate Planning

Make sure clients understand Graduated Rate Estates

How new EU rules for cross-border estates impact Canadians

Don’t wait for succession planning to become mandatory

What happens when an RRSP annuitant dies

TFSA designations may cause estate problems

More flexibility for estate donations

The importance of advance care planning

What happens when an RESP subscriber dies?

What the right-to-die ruling means for POAs

Why clients may need multiple cross-border POAs