Summary | For financial advisers, just making sure your clients
have an estate plan in place isn't enough. "You can do
everything by the book a will, trusts, custodian arrangements
but none of this necessarily matters if your heirs don't know
where the documents are, what to do with them, or are too
emotionally overwhelmed to act," says Dallas-based adviser ...
have an estate plan in place isn't enough. "You can do
everything by the book a will, trusts, custodian arrangements
but none of this necessarily matters if your heirs don't know
where the documents are, what to do with them, or are too
emotionally overwhelmed to act," says Dallas-based adviser ...
blogs.wsj.com | 30 April 2015