Inspirational, Aspirational and Special: The Ethical Estate Plan

by Matthew T. McClintock, JD | VP of Legal Education, WealthCounsel

As estate planning professionals, our first questions are often, quite understandably focused on more practical, immediate considerations. (Is the plan complete? Is it legally enforceable? Etc.) An estate plan, however, can be – and should be – much more than that. When held up to the light, a solid, well-crafted estate plan should reflect both the mind and heart of your client – his or her values, priorities and dreams.

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