Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

Help business owner clients sell out

Get clients to make estate decisions

Can clients trust their heirs?

An estate planning checklist

Hiring an executor

When business owners want buyers

How estates get ruined

Employees can buy out the boss

Protect the family cottage

Why prepay the funeral?

Insure the cottage correctly

Protect businesses from husbands

Insurance won’t solve everything

Advisors must help clients plan their deaths