Will? Updated. Advanced health care directives? In place. Insurance review? Done. Taxes and investments in good hands? Of course. Your clients’ affairs are in order. But, there’s something else still to be addressed. The couple is in their late 70s, and they live in their large family home (with all its attendant expenses). They’ve been lifelong travelers and have amassed a nice, but not museum-quality, art collection, and they have th
All access premium subscription
Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.