Trusts

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

Certain trusts could have saved heirs $100 million or more — and ensured the musician’s money went to the people and causes he chose. Here are just a few of the tools he could have used.

If a client becomes incapacitated, who will give the financial planner directions?

Examining these issues may take the guesswork out of a client's estate plan.