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This blog will talk about what GRATs are and who they might be suitable for, as well as their pros and cons.

Your clients, especially those who are considered HNW, will need to examine their estate strategy in the coming months as the estate tax is set to return to pre-2018 levels.

A look at the history of estate taxes, how they have changed over time, and will continue to change in the future.

Knowing your values is a big part of the financial planning process. Articulating them in a letter is a way to make sure your intangible assets are remembered.

Get your clients thinking about their estate strategy with this article about wills. A will is a great starting point, but their financial needs may require more planning.

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

This article will help your clients understand the basics of an estate strategy and what needs to be included.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.