Estate planning

10 steps to winning business with estate planning 10 steps to winning business with estate planning

Planning and Advice

10 steps to winning business with estate planning

Clients want their advisor’s help with estate planning — missed opportunities hurt them and your practice

By Daniel Collison |May 8, 2026

4 min read

4 new learnings on the intergenerational wealth transfer 4 new learnings on the intergenerational wealth transfer

Research

4 new learnings on the intergenerational wealth transfer

Advisors play an important facilitator role with clients and their families

By Mike Banham |April 29, 2026

3 min read

When an alter ego trust might be right for your client When an alter ego trust might be right for your client

Estate Planning

When an alter ego trust might be right for your client

They can be a powerful tool when dealing with complicated family dynamics or alternative assets

By Jonathan Got |April 6, 2026

4 min read

Court chooses between pair of unfinished wills Court chooses between pair of unfinished wills

Regulation

Court chooses between pair of unfinished wills

Draft of physical will favoured over incomplete digital edition

By James Langton |April 1, 2026

2 min read