Trusts & Estates
Win-Win: Adding Retirement Planning to Your Estate Planning Practice
Ryan D. Brown, JD and Paul G. McGillivray, JD | Contributing Guest Writers
Estate planning and elder law attorneys are looking to increase their clientele and services. Clients need retirement asset protection and retirement income planning more than ever before. This creates the perfect opportunity for growth and additional value for clients. Estate planning needs to evolve and broaden to include a service that is more correlated with estate planning than perhaps any other advisory service: retirement planning.
Learn who should consider it, how you can do it, and the challenges and opportunities it presents in this informative article.
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