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Kiplinger
Kiplinger
Business
Howard A. Enders

The 4 Estate Planning Documents Every High-Net-Worth Family Needs (Not Just a Will)

(Image credit: Getty Images)

Most high-net-worth families don't fail at estate planning because they skipped the legal work. They fail because the plan can't be implemented at the moment it matters.

For years, I've seen carefully drafted documents stall for weeks, either because the latest version was buried in an email chain, the trust was never funded, or the only signed power of attorney was locked up somewhere that no one could access.

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