Article

A Strategic Approach to Estate Design

Matthew Wesley, Michael Liersch, and Scott Cooper
Published: Jan 17, 2020

A Classic from FEA Matters This article explores why many well-intentioned estate plans crafted by excellent advisors still fail and proposes that by viewing planning as a process that strategically matches structures to the unique makeup of the family will likely have more success in the long term for both the family and the assets.



This is Member-Only Content

Please log in to access Member content.

Not a Member?

Learn about Business Family Membership or becoming a Family Enterprise Advisor.

Top
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.