Estate Planning

Do you know incapacity planning?

Take this quiz to find out

By Elaine Blades |September 17, 2013

6 min read

Faceoff: Should young people have wills?

Do twenty- and thirty-somethings need wills? Experts remain divided.

By Kanupriya Vashisht |September 17, 2013

5 min read

Despite solid will, last wishes of art collector thwarted

The story of American art collector Charles Loeser shows a detailed will is no guarantee your client’s wishes will be fulfilled, reports the L.A. Times.

By Staff |September 9, 2013

1 min read

When the prime minister’s your client

Testamentary, inter vivos, insurance and alter ego trusts are all effective vehicles for a variety of planning needs. There’s another type that’s rarely used: the blind trust. If you reel in a client who needs it, you’ll be doing well.

By Dean DiSpalatro |September 6, 2013

3 min read