A new report by BMO Wealth Management gives some suggestions.

Anna Sulkin | Apr 10, 2017

Celebrity estate battles frequently make our headlines, but unfortunately such feuds are too often a reality for the typical American family as well. As complex family structures become more and more common, estate planners need to incorporate measures that can help prevent conflict among family members that crops up after the client’s death. A new report by BMO Wealth Management reveals that having open conversations with heirs about your estate plan is one way to help reduce potential conflict in the future. Other action steps suggested by the report are outlined below as well.

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Estate Planning Practice

Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.

The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.

The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.

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