There are some topics that probably come easily when talking with clients, like diversification strategies, catch-up contributions or simply catching up on life.
And then there are those less pleasant conversations.
End-of-life planning involves more than just drafting a will to designate beneficiaries and how a client’s assets will be distributed upon death. A strategic approach to estate planning also addresses how to handle assets and end-of-life decisions in the event a living client becomes incapacitated.
Starting with the basic facts can be an important part of legacy planning with your client.Read More