Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate 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

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