Property Sisters: 4 Tips to Avoid a Will or Trust Contest

Fighting over provisions in your will or trust can derail your final wishes, rapidly deplete your financial legacy, and tear your loved ones apart. However, with proper planning, you can help your family avoid a potentially disastrous fight.  If you are concerned...

Assisting Your Client: Top 3 Questions to Ask Your Clients About Their Estate Plan

As a trusted advisor, you provide expert guidance to your clients regarding many financial planning matters. It makes sense that you will come across clients who ask about estate planning. Even if they do not ask, you can start the conversation by inquiring if they...