Estate and trust planning help for financial advisors |

Estate Planning

Budget changes donation rules

How much power do powers of attorney really have?

Tips for teams working with family enterprise clients

Vacation property succession planning: Part 2

More Estate Planning

Estate planning for diverse communities

Agricultural legacies are opportunities for advisors

Three tools for people with special needs

Are marriage contracts enforceable?

Vacation property succession planning: Part 1

Choose the right estate freeze

How to handle multijurisdictional planning

What to know about investing within a trust

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