Sponsored by American Heart Association
Having conversations with clients about estate planning can be difficult and emotional, especially when family issues such as divorce, disability, and addiction are involved. These tricky scenarios are common and unavoidable among clients, but philanthropy and legacy planning may help in successfully navigating these conversations.
Download this white paper for insights on key charitable estate planning strategies you can use with your clients to bring families together during the estate planning process.
- How legacy planning can be used to manage wealth and create a clear plan to pass on your client’s legacy
- Which questions to ask to help client’s establish family philanthropy
- How Donor Advised Funds can be set up to involve future generations