Traditional estate planning, coordinating among the client's team of legal, tax, insurance and estate-planning specialists, is often a narrow approach.  Comprehensive planning expands the approach and initial planning includes a discussion among both the benefactors and their adult beneficiaries with the help of professionals. Often clients need more to help them find their own answers.  Once they have clarity about their wishes, intentions and family mission, they are in a much better position to move forward confidently and complete a satisfying plan.

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