Estate planning conjures a variety of emotions: worry, fear and sadness, to name a few, making it an easy topic to defer. Most people avoid talking about death, especially their own. Instead of looking at how assets must be divided and dealt with after death, it might be easier to take a different approach.
We believe that it is better to start with the bigger picture by focusing on your clients’ objectives and the future they want for the people they care about. Mandy Dix-Peek, Head of Fiduciary Services, guides financial planners on key estate planning aspects they need to address with their clients.