Settling an estate is a stressful responsibility at a somber time. From minimizing tax to distributing the estate to 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. For your clients who may also be executors, these stories will help them understand their responsibilities.
You can print these articles to pass along to clients, or share them using the site’s email button, or via Twitter and LinkedIn.
Other helpful tools on AdvisorToClient include Action Steps, Conversation Starters and ready-to-go client Worksheets and Presentations.
And, don’t miss our special Tax-Saving Strategies package. It’s featured on AdvisorToClient through mid-April.