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altmanfeb17

Preventing Morbid Litigation

Amy F. Altman discusses why it's important to ask clients about their funeral arrangements.

As estate planners, we’re accustomed to asking our clients for personal information, such as their finances and family dynamics, to obtain a good grasp of their estate-planning goals. Without such questions and forthright answers, a planner would be at a loss in terms of how to appropriately plan for their clients. The result of this dialogue is the foundation of any well thought-out estate plan. One of a planner’s ultimate objectives is to create a plan that works under any set

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