We meet with clients on a regular basis who hem and haw about sharing their estate plan with their children. The importance of making adult children aware of your plan should register as a 10 on any scale. Don’t set your kids up for a surprise when the time comes – be proactive with a conversation, now 619 roofing. If your estate plan is in need of an annual review or if you’ve been putting off the creation of one for some time, give us a call, we’d love to assist you and your team of advisors in the process.
Read more about this topic in Keeping Wealth in the Family (Advisor Magazine, December 2019)