Estate planning is often avoided because clients don’t want to address the fact that they might someday need it. It seems scary or sad or overwhelming to think about their affairs when they are not living anymore. Too many Americans avoid taking care of this important part of their lives. The part that takes care […]
Month: March 2019
Here Are 10 Estate Planning Questions You Should Always Ask Your Client.
More than half of Americans are missing vital estate planning documents. If you aren’t having your clients answer a comprehensive questionnaire of estate planning questions, then you might be part of the problem. The best thing you can do for your clients and your firm is to streamline and standardize the process. To do this, […]