Tips for Effective Estate Planning Meetings – February 2021

Tailor Your Meeting  —

Planning for transfer of wealth, incapacity, and an execution of your estate plan can be a significant challenge.   However, you can look to your trusted advisor(s) for guidance when it comes to defining and executing your estate plans for future generations.  It is critical that a trustee, or directed fiduciary, understand each of these variable and how they align with one another.

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