Estate and trust planning help for financial advisors |

Estate Planning

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

More Estate Planning

How many beneficiaries can clients have?

Getting the best price for your book

This company helps donors vet charities in the digital age

Father squanders multi-million-dollar legacy

Balancing the needs of income and capital beneficiaries

Should clients use trust protectors?

3 fixes for clients’ trust woes

Deceased mother’s codicil bites back

Finance drafts solution to spousal trust nightmare

Green donation guide released

Don’t let clients avoid estate planning