Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

Executor duties burdensome

Pay for the funeral, in advance

How to define an estate

Shield your clients’ estates

Help clients understand trusts

Women will lead first-time homebuyers

Don’t assume your client has a will

Tips for singles to leave legacies

Estate planning enters 21st century

Deconstructing wealth

Trust residence ruling upheld

Charitable tax credits flexible after death

QDOT: Estate planning for non-U.S. citizen spouse

Resources on charitable giving