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Simplify explanation of wills to avoid challenges

Thursday, March 02, 2017 @ 7:00 PM | By Jordan Atin

Picture your last will planning meeting. Your clients sat across the table from you. You talked. They talked. Everyone hoped that the other understood what they were saying.

Will planning can be a very complex exercise. There are a lot of moving parts, lots of “What ifs?” For clients, making a will is often an anxious experience. The multitude of decisions and options can be overwhelming, the legal concepts and terminology, intimidating.

Will challenges are more common now than ever. They almost always focus on “Did...