Estate and trust planning help for financial advisors |

Estate Planning

Informal trust accounts: How they do and don’t work

More 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?

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