When you reach a certain age, you need to start thinking about your estate. You don’t need Bill Gates money, either. Even if you have a modest 3/2 in the ‘burbs, you have a need for estate planning. You may be thinking, “Yeah, I have a will, I’m good.” But, are you? There’s a difference […]
Month: November 2018
More Pros than Cons: Top 7 Reasons Why You Need to Promote Estate Planning
Most of us don’t consider our own mortality on a daily basis. Many of us consider it so little that the majority of Americans don’t have a will in place. In fact, a recent survey determined that 64% of Americans haven’t taken the time to set up a will or estate plan in the event […]
Wealth Planning: The Most Efficient Ways to Create a Will
When it comes to wealth planning, most clients with a large distribution of assets are likely to have tools in place. But the AARP reports that there are still six in 10 Americans that don’t have a will, and those are potential clients for you. Even wealthy clients are often not thinking about dying without […]
A Guide to Building Your Client’s Confidence in a Trust
As the largest population of elderly Americans has now arrived, it turns out that nearly 60% of them don’t have any estate planning documents. Many will turn to attorneys without knowing how does a trust work. If you have to explain this to your clients, you might want to walk them through several of their […]