5 Steps to Tailoring Estate Planning Strategies for Clients’ Changing Needs

The Power of Asking the Right Questions

No two clients are alike, and neither are their estate planning needs. Digging into the intricacies of each client’s situation is key to tailoring solutions that align with their goals and values.

We’ve developed a list of questions that goes beneath the surface, allowing you to understand your clients’ wishes for their wealth, such as:

Who depends on your income and support?
Have you earmarked an asset for a particular person or charity?
How will you tap into your business to pay out retirement income?
How will your estate taxes and other costs be paid?

Estate planning is more than just drafting wills and trusts; it’s about securing your clients’ legacies. And by acting before tax laws change again, you can maximize their planning options and guide them toward financial confidence.

Download our estate planning guide to help ensure that your clients are well-positioned for the future.

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