Engaging the business client in a meaningful conversation about passing the values on to the next generation can be a rewarding experience. Knowing how to help the client focus on those values that helped establish the family legacy is the challenge.
IntroductionAs the focus of estate planning has moved from developing the best tax strategy to focusing on asset protection, values promotion, and virtues-driven planning, we as practitioners need to arm ourselves with tools to gain the client’s confidence, so that we can create plans that work not only at a financial level, but work for the founding generation, the successor generation, the clients and the other stakeholders.
Read more . . .