A discussion about how estate planners can find clients who are predisposed, pre-motivated and prequalified.
Discuss key points with clients and start taking action now.
There’s an increased chance that these policies will die of neglect.
Help clients protect themselves and their loved ones.
Advisors can help boost the value of inherited retirement benefits.
Failure to do so may drain resources away from its core mission.
IRS releases revised priority guidance plan and proposed amendments.
Will there be anything left to distribute once all is said and done?
