Latest / The Red Wagon Estate Planning & Elder Law Show
The Coordination Crisis: Estate Planning's Biggest Problems
Jeffrey Bellomo explores what he calls "the coordination crisis" in estate planning. While a crisis can be revealed in different ways, it often happens when members of a family and their various hired professionals aren't communicating effectively or working from the same playbook. As a result, disconnected professionals, outdated plans, and even simple assumptions can cause big problems and leave families vulnerable to the loss of assets.
As Jeff says, "The biggest mistake is assuming that somebody else is handling it or assuming that the professional that we are talking to knows everything…
The skinny
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