Wealth Strategy Insights
Family Matters: Trusts & Estates
Trust and estate planning requires care—and communication.
Too often, the motivations behind planning decisions go misunderstood by beneficiaries. This
edition of Family Matters explores why “trusts don’t imply mistrust.” We then touch on a common
situation requiring extra care: financial accommodations for family members with special needs.
The final section lays out pitfalls to avoid.
We created the Family Matters insight series to spark ideas and spur conversation among family members on a wide range of important financial topics. They’re purposely written as a primer for more in-depth discussions with your Calamos Wealth Management advisor on how the matters presented will apply to you and your family’s unique situation. We hope you find that the multi-generational lens by which topics are revealed promote pass-along readership to multiple family members. Your Calamos Wealth Management advisor is available to all members of your family to provide guidance on matters you care about most.