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How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

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Family Conflict a Key Issue for Estate Planning

April 2, 2018

There are many different estate planning challenges facing families, individuals and businesses today, but a new study reveals that family conflict tops the list of estate planning challenges. Although tax reform is on the tip of everyone’s tongue when it comes to looking ahead, it’s not the number one issue facing families at this current point in time. 

A TD Wealth survey of 109 different attendees of an institute on estate planning revealed that family conflict is the leading concern for estate planning today. In fact, 44% of planning professionals shared that the biggest threat to estate planning was family conflict, followed by tax reform and market volatility.

There are mixed reactions from numerous planning professionals about the new estate and tax rules. Although approximately half of planning professionals believe that the tax reforms will help their client, another third are not sure what the impact will be and others anticipate a negative aspect. However, many believe that problems associated with family conflict and family infighting are one of the leading reasons and issues that will affect families going forward. Lack of clarity about planning intentions and fall out including probate conflicts and administration may cause concerns after the fact. Having a comprehensive estate plan is the best way to avoid these issues.


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Schedule your free Exploratory phone call

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can be of assistance.

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Explore all available job
listings and become a part of an amazing team.

Our Social Media

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Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
How Insurance Deductibles Work

An insurance deductible is the amount you, the insured, pay before any claim is paid ...

The post How Insurance Deductibles Work first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Enhancing Estate Planning through Heir Involvement

Estate planning goes beyond legal formalities; it’s an essential process that facilitates meaningful family dialogue ...

The post Enhancing Estate Planning through Heir Involvement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Social Security, Medicare, and HSAs

If your employer health plan is a health savings account (HSA) paired with a high-deductible ...

The post Social Security, Medicare, and HSAs first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more