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It used to be sufficient to check beneficiary designations and titling of assets were consistent with the estate planning documents. With longer lives and the demand for more open communication from younger generations, communicating the estate plan is now essential. We will provide tips for having a successful meeting, what to disclose and how best to communicate the plan.
Learning Objectives:
Understand the importance of communicating the estate plan for family harmony.
Learn some ideas for effectively communicating the plan.
Speaker(s):
Lisa
Featherngill,
CPA/PFS, CFP (R),
National Director of Wealth Planning,
Comerica Bank
Amy
Jucoski,
Senior Director of Advice | Advice and Planning Center of Excellence,
Wells Fargo Wealth & Investment Management
