Help your clients orchestrate a smooth transition

Online tools that perform specialized computations for estate, retirement and financial planning

The good news and bad news about inherited individual retirement accounts

There are a variety of events in your life that may trigger the need for new or updated estate planning. Events such as a marriage, a divorce, a birth or a death may occur, creating a new need for changing existing planning documents. You...

Grantors can be discretionary beneficiaries

Foreign entities use this to document their status

Parents don’t want their children counting on future inheritances, while children don’t want to upset their parents by talking about their estate planning. The result? One in three parents haven't had detailed conversations with their adult child...