20 Estate Planning Mistakes to Avoid
Review 20 errors frequently made in the estate planning process. Advisors can avoid such errors by establishing a process to regularly review client estate documents, reviewing beneficiaries, leveraging estate planning techniques such as exclusions for paying for higher education and healthcare for loved ones, and understanding tax and investment related decisions surrounding the death of a client or a client’s spouse.
Learning Objectives:
- Learn estate planning techniques showing proactiveness and value add services with your clients
- Help your client have things in order during difficult times
- Lower or minimize taxes for your clients
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