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  Superannuation Trusts 2013

Should you offer estate planning to your clients?

Source: New South Wales

Published Date: 16 May 2013

 

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Your website probably says that you provide estate planning and business succession advice. But what advice are you really providing, and are you doing this in the most cost-effective way? Are there additional services that could amount to a new revenue source for your practice? With an ageing client base, now is the time to get your succession services into order.

This practical paper covers:

  • what to tell clients about your estate and succession planning services
  • when is advice “legal advice”?
  • what is an estate plan?
  • what is the best way to engage a lawyer?
  • how to protect your role as the client’s trusted adviser.
Author(s)

Individual Session

Should you offer estate planning to your client?

Author(s): Bernie O'Sullivan CTA
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