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The Other Reasons For Estate Planning

by | Feb 10, 2017 | Business Succession, Career Maintenance, Career Preparation, Charity, Estate Planning, Family Maintenance, Family Protection, Financial Mentorship, Firearm Legacy, Firearm Training, Punishment, Religious Faith, Spendthrift Children

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Good discussion of incentive trust planning:

Many subjects that serve as substantial planning motivators aren’t found on client questionnaires and are frequently absent from planning discussions.

Source: The Other Reasons For Estate Planning

(Well actually, we DO discuss incentive planning both in our questionnaire and in our planning discussions.)

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