Settling an estate is a stressful responsibility at a somber time. From minimizing tax to distributing the estate and filing a terminal return, there’s much to be dealt with.

Show your clients that estate taxes can be planned for with these proactive stories from Advisor To Client. Some of your clients may be executors, and these stories will help them understand their responsibilities.

Personalize this email by copying our template into your email application, and choosing which stories you’d like to pass along. This lets you jump-start the conversation on topics about which they may want your guidance.

Subject Line: Estate taxes

Dear XXX,

Your legacy is important to you.

Ensuring your estate, is protected from taxes, or that your loved one’s last return is well-handled, requires forethought and diligence.

Together, we’ll ensure every situation is planned for, and that your final wishes won’t be thwarted by tax or legal hang-ups.

I’d like to set up a meeting to discuss what this means for your plans.

But before we meet, I’d like you to take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Death and taxes: What you need to know

5 tax and estate mistakes

How to prepare terminal tax returns

How to avoid double tax on death

Testamentary trusts and taxes

Are you subject to U.S. estate tax?

Let’s start the conversations about work we need to do now, so we ensure your legacy is safe.



Originally published on Advisor.ca

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