Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

How enforceable is a marriage contract?

Key times to update client estate plans

Estate planning for wealthy seniors

3 ways to create an insurance trust

Understand PoA requirements

4 estate planning tips when clients move

What to consider before appointing a PoA

Mint chair helped run alleged tax scheme

When there’s no will

When cohabitation agreements are inadequate

Avoid double tax at death

How best to use testamentary trusts

Appointing guardians for adults

5 tips to help cross-border clients

Financial tips for animal lovers