Estate and trust planning help for financial advisors |

Estate Planning

Informal trust accounts: How they do and don’t work

More Estate Planning

Insurance and estate law update

Don’t delay planning

Guide wealthy clients’ donations

6 tips for estate planning success

How much to pay the executor

5 reasons to use a private foundation

Help a widow sell her business

3 tricky trust rules

The changing landscape of testamentary trusts

Don’t delegate trustee duties

When a client might cut off an adult child