Despite the possible repeal, estate planning attorneys attending their biggest professional conference said they remain optimistic about the need for their services, and see a closer working relationship with financial advisors.
Help your clients prepare for these changes.
Asking your clients personal questions can lead to more tailored planning and documents.
Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.
Your clients’ college-bound kids should consider next-door neighbor schools, which may not have the highest rankings but are much lower priced.
