Financial Planning Certificate Program

May 2017

New Estate Planning Model Takes Care of Families

By Vincent E. Bonazzoli, JD, AEP® Clients look to an estate planning attorney to create a plan so their affairs are in order. They desire to leave their family in good financial condition, without difficulties and with family harmony intact. Clients do not come to the attorney to simply receive documents or technical legal advice. …

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The Family Meeting: An Essential Part of the Estate Planning Process

By Vincent E. Bonazzoli, JD, AEP® An estate plan is more likely to accomplish a client’s goals if the client is properly educated about estate planning, knows the mechanics of and regularly reviews his plan, updating it as necessary. Despite his understanding and knowledge, however, the client will not be there to actually implement the …

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