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One of the greatest services you can perform for a client is to make his last days as easy as possible. This checklist of activities and financial issues can help you guide families toward getting a terminally ill client's estate in order.
The more involved you become with a client's financial situation, the more you'll need to develop a referral network of trusted professional resources. These suggestions will help you find an attorney with whom both you and your client will want to work.
Health care may be retirees' biggest expenditure as companies rethink their retirement health benefits. Help clients calculate how much health care could cost them and how they might fund the expense.
Horsesmouth offers this continuing series designed to acquaint you with the key elements of estate planning—inheritance, wills, trusts, taxes, retirement plans, income shifting, probate, life insurance, etc. Each topic consists of multiple parts.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025