The Family Meeting: An Essential Part of the Estate Planning Process

Estate Planning Archives - CCA

The Family Meeting: An Essential Part of the Estate Planning Process

An Essential Part of the Estate Planning Process – A look at how the family meeting plays a part in the traditional estate planning process and the new paradigm in estate planning, the client care program, published in The WealthCounsel Quarterly. An estate plan will more likely accomplish a client’s goals if the client is

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Begin with the End in Mind: Asset Tracking as a Key Element to Any Estate Planning

One of the crucial questions attorneys ask when considering a client maintenance program is “What services should be included?” Many firms have delayed, suspended or terminated implementing an updating program because they are unsure of the services they should provide. There is no roadmap or “industry standard” regarding how to keep estate plans up-to-date and

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How to Implement an Estate Planning Maintenance Program – NO KIDDING!

This article describes the client care program model, explains how valuable it can be to both clients and attorneys, and explains, in broad terms, how to start a program and what services should be included. Over the next several decades, trillions of dollars are expected to pass from one generation to the next. Unfortunately, failed

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