Important steps to follow when estate planning
Important steps to follow when estate planning Steve Storey The biggest misconception people have about estate planning is that “they are not that old, and can do it later,” say almost half of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority of advisors say the ideal age to start putting an estate plan in place is before 40 — earlier than many people think. Estate planning can be a sensitive and complex topic for families to address. Poll results confirmed this fact, with 39% of advisors saying adult children stress over a parent’s reaction in r...