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A New Paradigm for Estate Planning

5/30/2014
May 30, 2014

 

People spend a lifetime creating an estate, yet spend little time planning it


  

Many, perhaps most, estate plans fail. This is not a condemnation of estate planners or attorneys. Generally, wills and trusts successfully distribute assets in accordance with their terms and achieve the intended estate tax savings where appropriate. Important? Yes, but not sufficient. An estate plan succeeds only when its effect on heirs is positive and empowering, rather than divisive or debilitating.

People spend a lifetime creating an estate, yet spend  little time planning it. Some never plan at all, whether out of neglect, the distractions of daily living or a lack of appreciation for how a well-conceived plan can solve troubling family or business issues. Read more...

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Broward County Inspiring Philanthropy over 25 years