Better Estate Planning

Practical observations from the field, including:

• – Illustrations of holistic planning
• – Building the planning foundation
• – Planning fatigue
• – What a better approach can provide
• – Intelligent, not “simple”
• – Process is important

Every advisor involved with estate planning might believe he or she has a mastery of the estate planning process.  He or she may, but in far too many situations, planning is incomplete and inadequate.  This often is not due to the technical limitations of any advisor, but rather the emotional hurdles and misconceptions clients have, or the advisors not working collaboratively to help move the client forward on all facets of the planning.  The result is often significant gaps in client planning. The solution is to address planning through a different lens.  Although many advisors prefer learning new technical nuances of planning, it is these qualitative issues that are often the most important to address.

To read the full article, click here.