estate plans: can you ask clients these eight questions?

businesswoman sitting across desk from woman and mandifficult conversations: it’s tough to talk about wealth transfer, but it’s vital.

by anthony glomski
the personal cfo

many accomplished entrepreneurs are looking beyond their own financial needs. they want to ensure that their heirs, parents, children and grandchildren are well taken care of in accordance with their wishes – with minimal difficulty and cost.

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according to vanguard, more than half of affluent americans say they are highly concerned about their kids’ (and grandkids’) financial situations. and yet, too many successful entrepreneurs have outdated estate plans or charitable giving plans that are not in sync with their current life circumstances and needs.