Beyond the Balance Sheet: Strengthening Families and Values Through Estate Stress Testing
Nov 17, 2025
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By Debra Taylor, CPA/PFS, JD, CDFA
You can help families endure the travails and possible traumas associated with transfer of wealth through estates. Stress test estate plans. By walking through ‘what if’ scenarios, you can help provide clarity and avoid family confusion, while also strengthening relationships with your clients.