Estate planning articles to share with clients

By Staff | January 22, 2013 | Last updated on January 22, 2013
1 min read

As loved ones gather for the holidays, some clients no doubt ponder who will remain in the will—and who gets cut out.

Whether your clients are in the 1% or the 99, they’ll want to do their best by their future heirs and they’ll look to you for guidance on education about their options.

As you hold year-end meetings, or make other communications to close out 2012 with clients, here are some topical articles you can use to kick-start conversations about estate planning strategies:

[A note on sharing. Our copyright agreements allow users to forward links to clients, but not to reprint stories or post them in full on blogs or company websites. If you wish to refer readers to your blog or website, our legal department asks that you post only the headline, and first two paragraphs, and then provide a link back to where the story appears on Thank you for your cooperation – The Editors] staff


The staff of have been covering news for financial advisors since 1998.