Year-End Strategies for Your Estate Planning Practice

The holiday season may be one of the busiest times of the year for estate planners. With family already on their minds, your clients may be reaching out to you for last-minute estate plan changes, or to make good on a promise to update their estate plan this calendar year. It’s also the perfect opportunity for you to make sure your clients’ estate plans are designed to take advantage of current tax law and proposed regulations.

Read our Insight Brief, “Year-End Strategies for Your Estate Planning Practice” to learn three year-end strategies (beyond the most common strategies) to help you meet your clients’ needs.