• Attorneys, accountants point to family conflict as the biggest threat to estate planning.
  • Tax reform and market volatility follow, respectively.
  • Even with the estate tax exemption at $11.2 million per person, business owners and wealthy families need to head off drama.

The biggest obstacle standing between you and that windfall from your rich grandpa isn’t the possible 40 percent estate tax – it’s your pesky relatives.

A recent poll by TD Wealth showed that 44 percent of attorneys, trust officers and accountants cited family conflicts as the biggest threat to estate planning.

TD Wealth surveyed 109 estate planning professionals in January at the 52nd Annual Heckerling Institute on Estate Planning in Orlando, Florida.

It turns out modern families create more estate planning complications.

“We see more blended families, multiple ex-spouses, kids from prior marriages and situations where one spouse is much younger than the other,” said Ray Radigan, head of private trust at TD Wealth. “These fact patterns can pose problems.”


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