Breaking the Silence

Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This service is a key component of any comprehensive financial management portfolio. All too often, however, advisors omit a vital part of the service assisting clients with the sensitive task of discussing the plans with their families. In many cases,

Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This service is a key component of any comprehensive financial management portfolio. All too often, however, advisors omit a vital part of the service — assisting clients with the sensitive task of discussing the plans with their families. In many cases, negative consequences result. While there are reasons for this phenomenon, there are ways to

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