Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

Handle U.S. estate tax exposure

Which services do clients value most?

New rules admit pets into human cemetaries

Help disinherit the black sheep

5 common tax mistakes

Faceoff: Should young people have wills?

When the prime minister’s your client

Minimize executor liability

If clients move, revisit their estate plans

Testamentary trusts still useful

Daughter wins estate battle, still can’t enter property

Plan for clients’ incapacity

Protect clients before a third marriage