3 Estate Planning Techniques to Protect Spousal Assets

RELATED CONTENT

7 Estate Planning Must-Do’s in the Time of Coronavirus

If your client gets sick and is hospitalized due to COVID-19, they will be immediately isolated from any family. So the time to finish up any unresolved advance planning and organization is now.

Millennials Need Estate Plans: The 3 Must‑Do’s

Being under 40 is no reason to neglect setting up an estate plan. Establishing your wishes for an extreme situation—even if it does not involve death or lots of assets—will spare loved ones much confusion and angst at an already trying time. Help clients get themselves prepared.

7 Steps to a Fully Up-to-Date Estate Plan for Every Client

Horsesmouth Essential: Estate planning is more important than ever, as changes from the new tax act could significantly impact your clients. As an advisor, you must prompt clients to address this task, which often raises uncomfortable issues. These steps can make it more manageable.