This Month's Harvest - The Quiet Crisis in Estate Planning
Your clients trust you to protect their wealth, but are you protecting their wishes? Many estate plans include hidden risks that can lead to family disputes, unexpected trustee decisions, and assets falling into the wrong hands.
The Problem - Most clients hope their estate plan will work as intended, but outdated trust structures, vague beneficiary instructions, and fuzzy trustee appointments can derail their legacy. Worse, once the documents are signed, many don’t review them again—until it’s too late.
ALL advisors should be…
- Auditing trust documents. Ensure beneficiary designations and trustee structures align with your client’s long-term goals. We’ll provide a 5-point checklist.
- Addressing communication gaps. Estate conflicts often arise from poor transparency—help facilitate critical family conversations.
- Staying ahead of changes. Tax laws, inheritance rules, and asset structures evolve. If you’re not reviewing your client’s estate plan, someone else will.
With trillions set to transfer in the next decade, ensuring your clients’ plans remain intact isn’t just good practice, it’s essentially your value add.
Let’s Connect — A 10-minute review can prevent years of disputes.
Turning your growth into a full harvest!
Christopher Holtby - Co-Founder, Principal, National Sales Director
Disclosures Please be advised that nothing in this newsletter may be interpreted as legal advice specific to any one individual or situation. For specific recommendations that pertain to you, it’s best to consult with a legal advisor.
