As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients — despite our lack of formal training for this role. In fact, the psychological aspects of our job are often overlooked and misunderstood, although they're arguably more important than the complicated tax planning, asset protection advice and legal services we provide.1
Our own practices impress upon us the estate planner's need to address the psychological. In just two
All access premium subscription
Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.