Estate Planning Services are Becoming Table Stakes
As we stride into the new year, the question of how to best serve clients in uncertain times is at the forefront for every advisor. Given the intersection of various legislative, judicial, and executive interventions, estate and legacy planning is a natural fit for the top of a client’s to-do list. And, as this Wealth Management article explains, the ability to respond to clients’ needs in this arena is becoming “table stakes”
Our Estate Planning Specialist, Sean Link, is available to help you and your clients navigate this ever-changing planning landscape. From general resource questions to analyzing their existing plans and documents with our Estate Review program, Sean is on hand to assist you in delivering a smooth-sailing 2025! |