The Offense and Defense of Estate Planning: A Playbook for Alignment and Real-World Execution
Recording
Join BDO’s Private Client Services professionals for a timely webcast on the offense and defense of estate planning. Estate plans can become misaligned over time as goals evolve, circumstances change, and implementation details are overlooked. This session will explore how individuals, business owners, and families may approach estate planning more proactively by considering how long-term legacy objectives and day-to-day execution work together, while identifying common gaps that can contribute to tax, planning, and family risk.
Attendees will gain practical perspective and real-world examples on areas where estate plans may warrant closer review and why periodic evaluation can be an important part of the planning process. Whether revisiting an existing plan or thinking more strategically about future priorities, participants will leave with a clearer understanding of considerations that may help support stronger alignment between intent and execution.