Abstract
For many, the thought of planning one’s estate is about as enticing as a root canal. Estate planning involves confronting one’s mortality: that we won’t live forever and that our demise from any number of causes—accident or illness—could come suddenly upon us. Nonetheless it is a fundamental part of the financial planning process.
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Notes
- 1.
Roy O. Williams and Amy A. Castro, Bridging Generations—Transitioning Family Wealth and Values for a Sustainable Legacy (Oviedo, FL: HigherLife Developmental Services, 2017), 6.
- 2.
Ibid., 2.
- 3.
James E. Hughes, Jr., Susan E. Massenzio, and Keith Whitaker, Complete Family Wealth (Hoboken, NJ: Wiley, 2018), 138.
- 4.
James E. Hughes, Jr., Susan E. Massenzio, and Keith Whitaker, Complete Family Wealth (Hoboken, NJ: Wiley, 2018).
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Rojeck, R.P. (2019). Estate Planning. In: Wealth. Palgrave Macmillan, Cham. https://doi.org/10.1007/978-3-030-24497-2_2
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DOI: https://doi.org/10.1007/978-3-030-24497-2_2
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Publisher Name: Palgrave Macmillan, Cham
Print ISBN: 978-3-030-24496-5
Online ISBN: 978-3-030-24497-2
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