July 19, 2018
Advisors magazine interviewed Tax Manager Michael Feinfeld about the proper approach to estate planning.
Advisors Magazine
By Matthew D. Edward
Excerpt:
“You can wind up with a plan that doesn’t meet your needs at a certain point,” Feinfeld said, adding that estate plans should be re-investigated on major life milestones such as deaths, marriages, or divorces. Clients also should take a look at their estate plan every five to seven years whether they have passed a milestone or not, he said.
