While clients often focus on the market, goals and portfolio performance, it never hurts to make sure estate planning items are correct, particularly heading into the new year. Not only do such plans have concrete financial impact, but inquiring about them will also reinforce you care about your clients’ well-being and their family beyond the portfolio. Everyone’s moment will come and it’s what you do for your clients during those moments that will make all the difference in maintaining your relationships.
Use these simple estate planning review items during your next client meeting to make sure the basics are in order.
Scott Huff is the CEO of Yourefolio and one of WealthManagement.com’s Ten to Watch in 2019.