Mind the Gap: 3 Ways to Attract Clients With Estate Planning Services

Mar 8, 2024 / By Debra Taylor, CPA/PFS, JD, CDFA
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An estimated $84 trillion worth of assets will be passed on through estates during the next two decades. That’s creating a widening gap between the need for estate-planning services and those providing them. We offer three insights that can inform your efforts to grow your business through estate-planning assistance.

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