Legal Resource Center

Undue influence has always been a cause for concern among estate planning professionals.

Read our Insight Brief, “Preventing Undue Influence in Your Clients’ Estate Plans” to learn the warning signs of undue influence and strategies you can...

Estate planners have a host of legal tools and planning strategies to choose from when it comes to helping clients avoid the pains of probate. However, there are pros and cons to each method that must be considered for...

With its many variables, estate planning can be fraught with potential ethical pitfalls and malpractice issues.

Read our Insight Brief, “5 Ways to Prevent Ethical Pitfalls in Your Estate Planning Practice” to be aware of these risks and...