Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

Vacation property succession planning: Part 1

Choose the right estate freeze

How to handle multijurisdictional planning

What to know about investing within a trust

Tax effects of inheriting money from the U.S.

Should coupled clients have joint accounts?

Dying intestate: what clients should know

Creative planning for incapacity

What a trustee should (and shouldn’t) do

Protect estates from litigation

Ethical wills: a client’s most valuable legacy?

Avoid conflicts between heirs

Anatomy of a business sale

Five ways to navigate blended-family finances