How to Work With Estate-Planning Attorneys
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
Horsesmouth Essential: Many clients pay for elegantly drafted estate documents only to find that their assets won't necessarily flow as expected. Don't wait until a death occurs in the family to uncover these problems. A review of your clients' estate plans will further solidify your role as their trusted advisor and may also open up referral opportunities with local attorneys.