Reviewed as of August-2023
As tax and financial planners, we can sometimes get caught up in the numbers and the technical strategies without fully understanding the desires and wishes of the client. In this webcast, Susan Turnbull will offer an insightful approach to legacy conversations with your clients that is highly personal and immediately actionable.
You will learn about non-binding vehicles for clients to communicate their intentions to loved ones, heirs, successors, and trustees. Topics covered include:
Understand the historical,