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The Wealth Advisor

Help Clients Polish Up on Their Estate Planning Etiquette This Month

Important Probate Rules Everyone Should Know

While probate rules can vary by state, there are some important ones that you should be aware of for your own personal knowledge and to better serve your clients who may be in charge of wrapping up a deceased loved one's affairs.

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Helping Clients Embrace Estate Planning Etiquette

In honor of May being National Etiquette Month, the following are some ways that a client can create a solid estate plan by incorporating the key elements of etiquette.

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Has Your Client Outgrown Their Estate Plan?

As estate planning attorneys, we work hard to set up estate plans that fit a client's needs and ensure that everything works together for the client and their loved ones. Estate plans remain effective as long as they accurately reflect a client's circumstances and current state and federal tax law. However, circumstances often change. So, too, should your client's estate plan.

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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.