Estate and trust planning help for financial advisors |

Estate Planning

Let clients know about these will restrictions

More Estate Planning

5 reasons to use a private foundation

Help a widow sell her business

3 tricky trust rules

The changing landscape of testamentary trusts

Don’t delegate trustee duties

When a client might cut off an adult child

What to do with unexpected assets

Advise clients about potential forced heirship

Help clients prioritize retirement

Help an ailing business owner

Will assets pass away with your clients?

How to buy U.S. real estate