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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> National Weather Service

New trends in estate planning

Posted by RJ and Makay on May 01, 2012

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Estate PlanningThe BMO Retirement Institute has released a report, Estate Planning in the 21st Century: New Considerations in a Changing Society, that suggests Americans should review their estate plans to take into account new considerations.  “When we think of estate planning, it’s often focused around the more traditional aspects, such as leaving money for the children or to charities,”  said BMO head Tina Di Vito.