In the News

Title

“Estate Planning” Needs an Extreme Makeover

Document Type

Article

Publication Date

5-15-2017

Abstract

I was dumbfounded when I discovered there was no working definition of “estate planning” at such reputable institutions as the American College of Trust and Estate Counsel or the American College of Financial Services. Seriously, no definition.

That seemed unfathomable to me in a profession in which there are tens of thousands of us who say we are actively engaged in “estate planning.”