This checklist is designed to help your clients identify and navigate the financial, legal, and care decisions that come with preparing for a cognitive decline, a symptom of various diseases including dementia and Alzheimer's disease. Use this checklist to help your clients make sure they have a plan a to help them deal with the complications as a result of cognitive decline.

Options are one way to help your clients manage risks associated with concentrated positions, if an investor wants to keep some, or all, of the highly concentrated stock. Learn some strategies that can help your clients manage their concentrated positions.

A revocable living trust (RLT) governs both the distribution of trust assets at death as well as during the grantor's lifetime, making it an attractive alternative to a will. Learn when a RLT may be a better option for your clients.

How accounts are titled and whether beneficiaries are properly designated are a critically important first step in the estate planning process. Help your clients ensure that assets are passed on based on their wishes.

This guide covers the complexities of gifting, including whether it requires reporting on a gift tax return, how to qualify donations to trusts for the annual exclusion, and whether certain gifts are exempt from gift taxes entirely. Help your clients understand the tax implications of different gifts.

For your clients, creating a letter of instruction to their family that captures key information, directions, and wishes can help alleviate chaos and instead leave a legacy of clarity, calm, and control. Learn why this can be important and help your clients avoid potential pitfalls.

Exchange funds can help reduce the risks associated with holding a concentrated stock position by swapping a single stock for a diversified portfolio. Learn how exchange funds can help your clients manage concentrated stock positions.

Once a year, we suggest having your clients revisit their estate plan to be sure it is still well positioned to meet their needs. Help your clients stay on track or make adjustments as circumstances change.

For married couples who want to structure how their wealth is transferred, a combination of credit shelter and marital trusts may be appropriate. Learn estate planning tips that can help protect your clients’ wealth.