Skip navigation
kestenbaumjan17

Don’t Be Afraid of Questions

Asking your clients personal questions can lead to more tailored planning and documents.

My grandfather, of blessed memory, would often repeat two Yiddish expressions regarding the topic of “questions.” The first was, “Don’t be afraid of questions.” His second was, “Answers are easy, questions are difficult.” I’d like to devote this annual review to focus on questions that we, as planners, may hesitate to ask our clients but should be asking to better achieve our clients’ wishes.

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish