Estate planning articles to share with clients

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out.

Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options.

As you hold year-end meetings, or make other communications to close out 2012 with clients, here are some topical articles you can use to kick-start conversations about estate planning strategies:

• Estate planning checklist

• TFSAs and estate planning

• Demystifying trusts

• How to destroy an inheritance

• A Jedi Master’s estate plan

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Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.