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What's included in a client's gross estate? More than one might think. Help clients avoid common errors by outlining the fundamentalsand then leave the nitty-gritty to an estate-planning professional.
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.
Many elderly clients refuse to talk about how they want their assets handled once they're gone. This laundry list of estate-planning benefits and strategies can help you ease the family into a productive discussion of the issues at stake.
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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