Estate planning for UHNW families: Strategies to help avoid costly surprises
For Ultra-High-Net-Worth families, estate planning can be one of the most critical, and sometimes neglected, parts of financial management. Without a clear plan, even well-intentioned families can face confusion, conflict, and unnecessary tax burdens. Elise Pulver, Principal of Wealth Planning at TD Wealth Family Office, speaks with MoneyTalk’s Kim Parlee about how thoughtful planning can help prevent unexpected and potentially expensive complications.