One advisor learns the true meaning behind the saying, “hope for the best and prepare for the worst.”

A holistic approach can help clients move forward.

Implications for estate-planning professionals.

An efficient method for funding a trust.

Possible answers to tricky questions from clients.

A guide for trustees and their advisors.

General guidelines to follow when seeking professional advice.

Potential tax consequences to consider.

Significant changes enable individuals to save more to help themselves.

Trusts in perpetual jurisdictions may be precluded from using this strategy.