In an increasingly competitive marketplace, financial advisors can no longer look away when spotting the signs of conflict in client families. In fact, a recent TD Wealth survey of 109 advisors attending the 52nd Annual Heckerling Institute on Estate Planning, found that 44 percent believe family conflict is the biggest threat to estate planning in 2018.
Amy A. Castoro is president of The Williams Group, a family coaching firm, in San Clemente, Calif., and co-author of Bridging Generations: Transitioning Family Wealth and Values for a Sustainable Legacy.