In the first installment of this three-part article, I provided evidence that a good estate-planning result doesn’t occur in a majority of situations and introduced the Path of Most Resistance, a model that identifies and illustrates the obstacles to a good estate-planning result. In this installment, I introduce three psychological phenomena that happen in every estate-planning engagement: transference, countertransference and triangles in relationships. These three phenomena impact
The Human Side of Estate Planning: Part II
Three psychological phenomena that happen in every engagement.