Estate planning too often proceeds based on assumptions that may no longer be true. Correcting some of these assumptions may cause planners to change their approach to certain planning issues.

Here are some approaches that may be helpful for advisors to consider when helping their clients plan for actions involving their estates:

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access