The Future of Estate Planning 2010The Future of Estate Planning 2010

Vic Preisser & Roy Williams

In May 1976, radio broadcaster Paul Harvey began a series of five-minute vignettes entitled “The Rest of the Story.” It was so popular that it continued until his death in 2009 — a span of 33 years! He would recite what everyone “knew,” and then (after a commercial break) he would tell the “rest of the story,” usually about how crisis turned into triumph. Only at the end would he disclose the name of the actual person or event. The nation hung on to his every word, waiting and guessing as to whom he might be referencing in his story.

We have been researching the transitioning of estates for the past three decades. We're proud to say that we believe we know “the rest of the story” that occurs after an estate tran...