In this web-exclusive series, learn about the role of trusts in the tax and estate planning process. Part one explores testamentary trusts; part two focuses on alter-ego and joint partner trusts; and part three highlights spousal trusts. Learn more about trusts in a webinar featuring Wilmot George, director of tax and estate planning with Mackenzie Financial Corp.
April 9, 2015This type of trust can be especially useful for clients with blended families
For clients 65 and older, these living trusts can provide a number of important advantages
Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits
A review of the key types of trusts and how they are used in financial planning
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
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