Estate and trust planning help for financial advisors |

Estate Planning

How much power do powers of attorney really have?

Tips for teams working with family enterprise clients

Vacation property succession planning: Part 2

Vacation property succession planning: Part 1

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?

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

Ethical wills: a client’s most valuable legacy?