Bressler's Raising the Bar Series: Preparing the Family for the Money

08 Jul , 2021

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“We spend so much time preparing the money for the people, and very little time preparing the people for the money.” Every family needs open, candid conversations about money, as early as possible. Encouraging clients to have these discussions as early as possible helps avoid litigation, set appropriate expectations, maximize respect for family values and traditions, efficiently transfer wealth from generation to generation, and allow for efficient business succession planning. Open conversation also enables families to plan for the unexpected, including special needs or incapacitated beneficiaries, blended or second marriage families, changes in economic circumstances and changes in the tax landscape. Join Trust and Estate Litigator Andrew Egan (Bressler Amery & Ross, P.C.) & financial advisor James Ciprich (RegentAtlantic) for a wide-ranging discussion on the need to encourage money talks within our client’s families, strategies to clients to open up and engage the “elephant in the room”, and how attorneys must look beyond the estate planning documents they draft to make sure their planning hits its mark for their clients’ families.

To register for the upcoming live webinar, please Click Here

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