Estate and trust planning help for financial advisors |

Estate Planning

Ethical wills: a client’s most valuable legacy?

Anatomy of a business sale

Five ways to navigate blended-family finances

More Estate Planning

Should your coupled clients have joint accounts?

Avoid conflicts between heirs

How many beneficiaries can clients have?

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