Before there were estate taxes, there was estate planning. But it was about the people, process, possessions, places and the family purpose. Without a shared purpose, there often is separation and conflict. Many estate planning strategies make family governance, legacy and harmony more difficult than they already are. But can planning actually help a family go from unhealthy independence to healthy interdependence? See how a seven-step process to healthy family governance can become a critical part of your practice and your clients’ success.

During this presentation, legacy planning expert Tom Rogerson will talk about how to counsel clients through the issues of family communication and wealth transfer. He will also address the importance of preserving family wealth for generations, whether as a wealth advisor or an insurance agent.

The discussion will be moderated by one-year MDRT member Corina Wack, Ph.D. There will be time for a live Q&A session after the presentation.