Predatory Behavior

Predatory Behavior

How to identify and prevent abuse against your client

Every day, there are numerous threats to the health and security of your clients’ estates. Some, like the tax consequences of Internal Revenue Service changes, run rampant through the media. They resonate with a chord of urgency and drive clients to you, seeking guidance and protection. Other threats are less obvious, not only because those who levy them prefer to go unnoticed, but also because your clients will typically be reluctant to menti

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