Lions hear from San Cap Trust Company vice president
By LIONS CLUB - | Dec 16, 2020
PHOTO PROVIDED
Steven Greenstein
Steve Greenstein, executive vice president of The Sanibel Captiva Trust Company, spoke via Zoom at the November meeting of the Sanibel Captiva Lions Club. The topic of his talk was “How to Talk to Your Heirs About Managing Inherited Wealth.”
Greenstein stressed the power of communication to reduce potential family disputes and hard feelings when the estate is settled. Studies show that over 80 percent of family members felt they were fairly treated when they received advanced communication on the estate plan. Greenstein indicated that there are three paths people seem to follow in discussing estate plans: not at all, a little bit goes a long way, and tell all.