Legal Resource Center

5 Ways to Prevent Ethical Pitfalls in Your Estate Planning Practice

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...

How to Plan for Minor Beneficiaries

Minors, whether they are a client’s children, grandchildren, nieces or nephews, or other intended beneficiaries, require special planning considerations. Read our Thought Paper, “How to Plan for Minor Beneficiaries” to learn:

different types of trusts commonly used...

Estate Planning 101: Back to Basics

Whether you are new to estate planning or an industry veteran, refreshing your memory on the basics of estate planning is crucial.

Read our Insight Brief, “Estate Planning 101: Back to Basics” to remind ourselves of the core...