Trusts & Estates
Fat-Free Fat: Nontax Considerations for Discussing Philanthropy With Your Clients
Brown points out that most clients appreciate attorneys who care enough about them to give valuable advice and recommendations about philanthropic opportunities. He explains the importance of asking clients the “why” questions, instead of the “what” questions.
To learn more about the questions you should be asking and to access the article, please fill out the form below.
Complete the form to get your free guide
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
2020 Estate Planning Awareness Week - Free Marketing Package
This month, we’re offering free access to an “Estate Planning Awareness Week” marketing package with customizable blog content and letters so you can reach out to current and prospective clients, as well as referral sources, without having to spend hours creating original content from scratch.Learn More