Estate and trust planning help for financial advisors |

Estate Planning

Anatomy of a business sale

Five ways to navigate blended-family finances

How many beneficiaries can clients have?

More Estate Planning

Getting the best price for your book

This company helps donors vet charities in the digital age

Father squanders multi-million-dollar legacy

Should clients use trust protectors?

3 fixes for clients’ trust woes

Deceased mother’s codicil bites back

Finance drafts solution to spousal trust nightmare

Green donation guide released

Don’t let clients avoid estate planning

Help clients avoid lonely deaths

Can you really protect executors from liability?

Make sure clients understand Graduated Rate Estates