Navigating Trusts and Family Dynamics in Estate Planning

This chapter highlights the crucial role of executing and funding trusts in estate planning while addressing the disconnect clients often have regarding their wealth's purpose. It emphasizes engaging clients through tailored discussions and understanding family dynamics, particularly in blended families and those with special needs. The chapter also stresses the importance of preparing the next generation for financial stewardship and fostering collaboration between financial advisors and attorneys to effectively address estate planning needs.