Estate planning goes well beyond wills and trusts. It’s about creating a proactive plan that preserves your client’s wealth, minimizes tax impact, and supports their long-term financial goals.
What do financial professionals bring to the table for their clients’ estate plans? Personalization. Financial professionals know their client’s unique situation and can help them build an estate plan that aligns with their other financial goals. Whether this strengthens client ties or leads to referrals, there’s much for an advisor to gain from offering estate planning services.