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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Estate planning is a topic that is commonly ignored. After all, who likes to plan for what happens after they die? Many clients have no estate plan in place, and they often don’t know where to start. That’s where you step in.
With your guidance, clients will have a better idea of what questions to ask when creating their estate plan, as well as clarification on what will happen to their assets after they are gone.
This checklist covers the key issues to consider when a client is developing their estate plan, such as: