Breaking the SilenceBreaking the Silence
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,
David Bokman & Jill Shipley
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 mitigate the negative outcomes and seize an opportunity to serve clients more broadly and deepen the advisory relationship.
Shirtsleeves to Shirtsleeves
It's a sad fact that, despite the best intentions, most families fail to...
Unlock All Access Premium Subscription
Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today!
Already Subscribed?
About the Authors
You May Also Like
Latest news
Feb 12, 2025
