“The riskiest thing we can do is just maintain the status quo.”
– Bob Iger, CEO, The Walt Disney Company
All too often I have had clients start down the path of estate planning only to then allow those plans to become outdate and obsolete. The hurdle of initiating estate planning can be a high obstacle, however, once cleared, it is vital that those plans are reviewed and updated as family situations, tax requirements, and federal and state legislation change. As you talk with your clients about plans for their future, here are some important estate planning questions to review.
8 Important Maintenance Questions for Your Clients:
We are available to answer estate planning implementation and/or maintenance questions. If you, your clients, or prospective clients are motivated to move forward, please call to discuss the steps you need to take to protect your client’s wealth.
We also offer free workshops in our office. These workshops are designed to answer the most frequently asked questions about estate planning as well as provide the attendee with planning options they may not have previously considered. See more information on these workshops below.
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