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Estate planning: Addressing risk with your advisors


Managing risk is an integral component of any comprehensive estate planning process and can include a variety of challenges to address, including tax concerns, new legislation, charitable giving considerations, family wealth commitments and more. It’s essential to engage advisors who can help you work through the risk areas and questions to ensure a plan that meets your unique needs and long-term objectives.

To learn more how to optimally work with your advisors on some of the more unfamiliar pitfalls and risk areas in estate planning, listen to this brief audiocast presented by Charlie Ratner, RSM’s senior director, Washington National Tax.

Estate planning risks



Learn more about additional risk considerations by watching our recent webcast: Estate planning: A practical approach to risk management.


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