Trusts & Estates
The Family Meeting: An Essential Part of the Estate Planning Process
By conducting a family meeting, the potential for misunderstanding, family objections, confusion, delay and loss of control is reduced. There has already been a “dress rehearsal” of roles and responsibilities; a relationship has already been established between professional advisors and family members and a forum for questions and concerns has been provided.
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2022 Estate Planning Industry Trends Report
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