Wealth Planning for the Modern Family

Through the evolution of the family journey, it’s clear that family structures have become more complex and estate planning needs to shift to a new model that focuses on multiple aspects of wealth. By adapting to the changes and taking a holistic approach that go beyond financial goals, this wealth planning magazine provides thoughtful insights and compelling research data to address key considerations for building modern estate plans, moving toward broader trust distribution standards, navigating generational divides, answering the planning needs of unmarried couples, making decisions as a family, and the new longevity and end-of-life care.