As the founder and president of a wealth management firm, I spend a majority of my time helping clients accumulate enough wealth to enjoy a secure and fulfilling retirement. Yet as the years pass, I’m eventually charged with an even more daunting task: working alongside attorneys to create clients’ wills and trusts for the time when they are no longer with us.
I’ve worked with many attorneys throughout the years, and have found that we both want what’s best for our clients. Estate planning can be fraught with tensions especially when it comes to determining which family members receive illiquid assets, be they personal heirlooms or privately held companies, or liquid assets such as stocks, bonds and real estate.
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