The “typical family” has changed, so typical tools that we as estate planners won't accomplish the goals.
Understanding that how wealth flows through a family needs to reflect most efficient tax path, but also the most thoughtful path for the transmission of wealth.
The best result is a collaborative effort between the accountant, the attorney, the insurance consultant, the trust officer, who all see the situation through a different lens.
Our Consumer Webcasts and Blogs
Subscribe to our email list to receive information on consumer webcasts and blogs, for practical legal information in simple English, delivered to your inbox. For more professional driven information, please visit Shenkman Law to subscribe.