Estate Planning Basics: A Complete Checklist to Protect Your Client A shocking 60% of Americans don’t have a will or an overall estate plan in place. No matter your client’s age, gender, health, or current financial situation, not having a legally-binding plan for what will happen to your client’s assets and property after his or […]
Month: March 2018
Client Estate Planning: Help Your Client With a Valid Will
Client Estate Planning: Help Your Client With a Valid Will It’s very common for heirs to an estate to end up spending tens of thousands of dollars in legal dispute fees over an estate worth just a few thousand. In order to make sure your client’s family doesn’t end up in turmoil, consider recommending a […]
Help Your Clients Understand the Importance of Legal Plans
Help Your Clients Understand the Importance of Legal Plans Your clients might not understand the importance of having a plan for their finances and their assets. It is up to you to explain to them why they should resort to legal plans to protect what they have worked so hard for. In this article, we’ll […]