Estate Planning Questions and Issues to Ponder


In nearly every discussion about estate planning, important questions and issues arise. If couples arrive in their attorney’s office having already thought about these issues—including assessing the level of financial management skills their beneficiaries should possess, how to communicate to their children about their hopes and expectations about the use of family wealth, whether to leave assets to their heirs outright or in trust, and how much to leave to charity—estate planning discussions will go more smoothly and couples will feel more confident in their decisions.

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