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:
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