Estate Planning

What is the difference between a living will and a health-care proxy?

What is an estate planning binder?

What is the difference between a will and a trust in the organizer?

Two financial planning firms gain CISI accreditation - Professional Adviser [Visit Site | Read More]

AJ Bell Investcentre launches a discretionary loan trust for advisers taking care of clients’ IHT and estate planning needs. - IFA Magazine [Visit Site | Read More]

Leader: Succession planning in a tax-changed world - Money Marketing [Visit Site | Read More]

Critical Planning Questions For UHNW Owners Of Family Firm, Fine Art, And Collectibles - Family Wealth Report [Visit Site | Read More]

Financial Planning Week: ‘doing nothing guarantees nothing will change’ - FT Adviser [Visit Site | Read More]

Haunted by inheritance nightmares? 7 tips for avoiding probate - USA Today [Visit Site | Read More]