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.

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