Where There’s a Will, There’s a Way: The Purposeful Estate Plan

The typical estate plan focuses on administration, tax considerations, and proper legal documents. But a family’s overall relationship to wealth can be improved when traditional estate planning includes governance structures that address interpersonal aspects that traditional plans tend to overlook. 

The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.

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