Business is booming.

Crafting Structurally and Culturally Balanced Estate Plans

In the September 2022 issue of Trusts & Estates, we asked readers to pause and deeply consider: Can your client’s family live in the estate plan you create?1 Are the quantitative aspects balanced with the qualitative implications?  How might the family members start to prepare themselves today to integrate the financial wealth they’ll receive in the future?

Source link

Comments are closed, but trackbacks and pingbacks are open.