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  Miscellaneous 2013

Should you offer estate planning to your clients?

Source: Victoria

Published Date: 14 Nov 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? With an ageing client base, now is the time to get your succession services into order but you need to be aware of both the risks and opportunities.

This practical paper discusses:

  • 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 clients?

Author(s): Bernie O'Sullivan CTA
Materials from this session:

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Miscellaneous 2013

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