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]
1 comment
Hide comments