Malcolm Burrows

Estate planning is a process that should “start at the end”. Who are the beneficiaries? What do they get, and when? All too often, however, we start in the middle. The focus is on the mechanics of making the transfer: probate fees, taxes, structures. In the March 2011 edition of Advisor’s Edge Report, my colleague Elaine Blades tackles this subject. Elaine recommends determining “whom and/or what the client wishes to….