Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

Educate clients about advance care directives

3 estate planning mistakes

Estate pros must consider digital assets

Missed STEP? Check out our tweets

Why pets should be in your will

How to destroy an inheritance

5 reasons trusts work for incapacity 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