Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This service is a key component of any comprehensive financial management portfolio. All too often, however, advisors omit a vital part of the service — assisting clients with the sensitive task of discussing the plans with their families. In many cases, negative consequences result. While there are reasons for this phenomenon, there are ways to ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.