The Collaborative Approach - Part 1

Unfortunately, many estate planners often ignore …

An episode of the The Strongroom Radio - Estate Planning Conversations podcast, hosted by The MacMillan Estate Planning Team, titled "The Collaborative Approach - Part 1" was published on March 25, 2017 and runs 11 minutes.

March 25, 2017 ·11m · The Strongroom Radio - Estate Planning Conversations

Summary

Unfortunately, many estate planners often ignore important "family dynamic" issues. They focus on efficiently transferring possessions and financial assets while minimizing taxes. Important as those goals are, they ignore the broader picture. Holistic estate planning addresses the family’s realities by including grown children in the process of planning the transition from one generation to the next. On this week's edition of The Strongroom, Trust and Estate Planning Specialist, Sheri MacMillan sheds new light on this timely topic in advance of the upcoming MacMillan Estate Planning seminar, Thursday evening, March 30th.

Episode Description