|Helping clients build, manage and protect their wealth is the goal of each member of the advisory team—financial/investment advisors, CPAs, attorneys and insurance agents. Estate planning is part of this larger process and, as a result, should be on each advisor’s checklist for every client.In this issue of The Wealth Counselor, we will examine how to help clients and prospective clients efficiently identify their concerns and anxieties that validate the need for estate planning and will discuss some issues that tend to arise more frequently than others or are sometimes overlooked by advisors. We’ll include some planning solutions used to address specific client concerns, how non-lawyers can benefit from the estate planning process, and some unique opportunities stemming from the tax law changes set to take effect on January 1 of next year.|
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