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

Understanding cross-border estate rules

The importance of post-mortem planning

Clients buying U.S. property? Consider trusts

Ask better questions to protect clients’ estates

Get repaid for funding a child’s education

One way to protect the matrimonial home

Take this estate planning quiz

Give the gift of life

Owning investments jointly with adult children

Should business owners donate through their corporations?

Top 5 estate administration mistakes