Trusts & Estates
The Missing Piece of Your Estate Plan
By: Sarah Maria Driesbach, JD
Successful estate planning attorneys create plans that effectively assist their clients in passing down their wealth. However, does your counseling include educating families regarding how money can and does influence childhood development and psychological well-being? If not, you should consider incorporating this into your discussion with your clients.
Don’t let the children of your clients become part of this injured group. Instead, spend the time to effectively counsel your clients on how to use their hard-earned wealth to give a child a step-up in life instead of leaving him or her with a handicap.
To learn more about this important piece of your estate plan, please fill out the form below.
Topics
Complete the form to get your free guide
Related Resources
2024 Estate Planning Industry Trends Report
Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be well-prepared for current opportunities and challenges.
Learn More
WealthCounsel Quarterly, Volume 18, No. 3—Client-Focused Planning Considerations
This issue of the WealthCounsel Quarterly highlights some essential but often overlooked estate planning documents that young adults should have in place as they venture outside their parents' homes to establish independent lives, whether starting their first year of college or beginning careers.
Learn More
WealthCounsel Quarterly, Volume 18, No. 2—Business Succession Planning
This issue of the WealthCounsel Quarterly has a focus on business planning, this issue provides practical advice for estate planners on business succession and the transfer of business interests.
Learn More