Wealth Management.com: “There are important estate planning techniques that aren’t directly affected by legislation and changes in tax law, but that can still make a big impact on wealth preservation. From regularly updating a will to consistently moving assets off a balance sheet, here are five estate planning items that should be added to your client’s to-do list. Schedule Routine (Estate Planning) Checkups Make sure clients regularly update their health care documents and wills. Ask clients to consider whether the individuals named in their documents are still appropriate.”
Five Estate Planning Tips that Remain Relevant Regardless of Shifting Political Winds
By On the Net|2018-07-30T13:04:16+00:00August 1st, 2018|
About the Author: On the Net
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