Introducing Clients to Financial Therapy

Sooner or later, we, as estate-planning professionals, are exposed to the frustration of clients or beneficiaries who ignore our advice and act in a manner that's financially self-destructive. Often, this situation arises in the fiduciary context when clients or beneficiaries ask us to exercise discretion to make distributions that may fit within the guidelines established by the testator's will or

Sooner or later, we, as estate-planning professionals, are exposed to the frustration of clients or beneficiaries who ignore our advice and act in a manner that's financially self-destructive. Often, this situation arises in the fiduciary context when clients or beneficiaries ask us to exercise discretion to make distributions that may fit within the guidelines established by the testator's will or trust agreement, but we recognize that granting the request, nonetheless, falls on the side of

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