Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

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

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

Is Family Conflict Blocking Your Estate Planning?

March 25, 2019

Market volatility and the possibility of further estate tax reform all have many estate planning advisers prepared for sudden shifts in strategies, but those aren’t even the issues at the top of the list for most American families.


Young Afro-American family fighting in kitchen because of an affair. Man in glasses holding mobile phone, pointing finger at screen, trying to explain himself for love messages from unknown woman

In fact, a new TD Wealth study confirmed last year’s findings that family conflict is the biggest impediment to successful estate planning. More than 100 respondents were included in that study, many of them professionals in the retirement, estate, and investment world.

More than half of respondents in the study said that trying to navigate current family dynamics and possible future dynamics was a major challenge that required new tools and top tier communication.

The challenges of blended families and loved ones who failed to communicate their plan to the other family members are some of the biggest challenges still faced in estate planning.

Even when a person pulls together a comprehensive plan to address their assets and to protect their family, figuring out who gets what and whether that should be communicated to everyone are common concerns.

Telling loved ones about an estate plan could even spark further controversy for those family members who feel left out or who don’t understand the reasoning behind the planner’s approach.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

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

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
An Overview of Asset Transfer Strategies

You may need to transfer assets for all sorts of reasons. A working knowledge of ...

The post An Overview of Asset Transfer Strategies first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide

When navigating the complex world of estate planning, financial planning, and tax planning, understanding the ...

The post Tax Planning with Charitable Trusts (Lead vs. Remainder Trusts): A Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more