Your clients feel secure their legacies will be carried out because they’ve written wills. But whether their last wishes are actually carried out depends on whether they’ve thought their desires through, and taken tax into consideration.

Show them their legacies are secure and their taxes are under control with these articles from Advisor To Client.

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

Subject Line: Taxes and your legacy

Dear XXX,

In our last meeting, we discussed reviewing your will to ensure your last wishes are secure.

We both know writing a will is more complicated than just setting out who gets the silverware. The way you structure your bequests will have an effect on how much tax your estate and your benefactors must pay.

I’d like to set up a meeting to discuss this important topic with you.

Before we meet, please take a look at a few articles that lay the groundwork for the discussion we’ll be having:

Can you trust your heirs?

A well-structured will

Do twenty- and thirty-somethings need wills?

Save tax on probate

Use estate bonds to lower tax

Planned giving

We can work together now to make sure your legacy is secure.



Originally published on Advisor.ca

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