Viewpoints about Trusts
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Protecting your estate after you're gone
John Natale, Assistant VP, Manulife, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.
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Income solutions for trusts
This article looks at trusts and how one could be set up where the trustee would like a guaranteed income stream to flow through to the trust beneficiary to help fund their retirement income.
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Death, fees, and taxes
Learn how you can ensure that your estate is handled responsibly by beneficiaries.
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Understanding trusts and contracts held in trust
Learn trust basics: Formal vs. informal, attribution rules, end of the preferred beneficiary election, contracts held 'in trust'. Sample forms included.
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Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
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Alter ego trusts: an answer to enhance creditor protection (Quebec edition)
Alter ego trusts may provide creditor protection and offer efficiency in the case of incapacity.
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Wills 101 (Quebec edition)
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
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Alter ego trusts: the answer to probate fees? (national edition)
Alter ego trusts boast creditor protection and probate fee savings. But so do segregated funds and insurance GICs, which are simpler and more affordable.
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Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
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Common wealth transfer mistakes (national edition)¹
Transferring assets so they end up with the people selected in the manner intended doesn't always go as planned.
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