Using charitable lead trusts, high-net-worth clients can support their favorite charities during their lifetime, or for a set number of years. Read more to learn if a charitable lead trust is appropriate for your high-net-worth clients.

The last quarter of the year is an ideal time to consider year-end tax planning strategies for your clients to potentially reduce taxes and help achieve long-term financial goals. Review this checklist and consider which strategies may apply to their financial situation.

The structure lays the foundation for the entire business, impacting legal protections, taxes, management, and potential growth opportunities. Help your clients understand how to structure their new venture.

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 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.