Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

Close the gap in your client’s will

Five Ways to Pay Capital Gains Tax

Is your client legally competent?

The quintessential fiduciary

Avoid sibling rivalry over jointly held property

Five risks to holding property jointly

Share wealth without the tax burden

How to tailor insurance to affluent clients

Income splitting from beyond the grave

Get beneficiary designations right

Inter vivos trusts help minimize tax

Five ways clients can avoid property hassles

Will estate taxes come back?