Often, like other estate planners, I grapple with defining my exact role. Am I mostly a scrivener who writes down the wishes of my clients even if at times I disagree with them? Or should I be strong and opinionated as to what I feel is right and wrong with my clients’ wishes and documents and let them know exactly how I feel even if not explicitly requested by them? This issue is less prominent with the tax planning aspects of our job, which usually isn’t as personal in nature when deciding
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