The Human Aspects of Estate Planning

Estate planning can no longer be focused on minimizing estate taxes. The $5 million inflation adjusted exemption makes the federal estate tax irrelevant for most, even wealthy, Americans. What estate planning has been about and should be focused on is the human aspects of planning. How will an inheritance affect heirs? Do those planning have religious concerns or principles that should be reflected in the planning? Are there complex interpersonal issues pertaining to a blended family that are vital to consider? This program will cover many of the personal or human aspects of estate planning.