Wealth Planning Considerations for Modern Families
National Association of Personal Financial Planners (NAPFA)
October 2, 2019
Kim Kamin, Chief Wealth Strategist at Gresham Partners, LLC, presented Wealth Planning Considerations for Modern Families at the National Association of Personal Financial Planners Event, which was held on October 2, 2019, at the Hyatt Regency McCormick Place in Chicago, IL.
As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments advisors must be prepared both for issue spotting and thoughtful problem solving with regard to issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. The discussion touched upon a potpourri of issues to consider, including: divorce and blended families unmarried, couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!
If you would like additional information, please contact Kim Kamin at firstname.lastname@example.org, or