How advisors can reduce estate planning conflicts in 4 steps

You have an Estate Plan (whether you know it or not)

Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you already have an estate plan. The only question is: Did you create it, or will your state do it for you?When someone passes away without an estate plan, state laws take over, deciding who gets what and when. This legal process may not reflect your wishes. That’s why taking control of your assets through a…

How advisors can reduce estate planning conflicts in 4 steps

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.