We are pleased to present our latest issue of Wealth Planning Perspectives.
In this issue of Wealth Planning Perspectives, we turn our attention to estate planning, to the ways we can express our wishes and increase the likelihood they will be fulfilled as intended — and in ways that minimize stress for our loved ones during a difficult time.
Our cover story explores letters of wishes, which can provide valuable guidance to your trustees and family members. We also provide advice on how to make the estate administration process more manageable and discuss ways of navigating the complexities of planning for blended families. Finally, our In Brief section offers strategies for including digital assets in your estate plan and managing investment real estate for the benefit of future generations.
