Thriving in Estate Planning, Part 1
Many professionals – attorneys and advisors alike – think that creative planning opportunities are dead after ATRA. Nothing could be farther from the truth! In this two-part series you will learn creative techniques clients are implementing to take advantage of planning opportunities in today’s volatile political and economic climate. Part I will focus on specific planning techniques that can be implemented with Wealth Docx®, with a special focus on crucial conversations with clients and advisors to motivate advisors to promote planning, and motivate clients to move ahead.