Estate and trust planning help for financial advisors |

Estate Planning

Tips for teams working with family enterprise clients

Vacation property succession planning: Part 2

Vacation property succession planning: Part 1

What to know about investing within a trust

More Estate Planning

Are marriage contracts enforceable?

Choose the right estate freeze

How to handle multijurisdictional planning

Tax effects of inheriting money from the U.S.

Should coupled clients have joint accounts?

Dying intestate: what clients should know

Creative planning for incapacity

What a trustee should (and shouldn’t) do

Protect estates from litigation

Ethical wills: a client’s most valuable legacy?

Avoid conflicts between heirs

Anatomy of a business sale

Five ways to navigate blended-family finances