Estate planning can provide needed protection for beneficiaries, reduce estate taxes and preserve the legacy clients have worked hard to build.
Why estate plans are important to clients and your business
Estate planning solutions help clients efficiently transfer their wealth to loved ones. You can help clients build a proper estate plan strategy and create growth opportunities for your business by incorporating this service into your holistic approach. Estate planning provides the following benefits for you and clients:
Benefits to clients
- Reduces estate tax burden for beneficiaries
- Helps keep assets out of a lengthy probate process
- Makes it easier for clients to appoint legal guardian(s)
- Helps ensure privacy for clients’ families
Benefits for your business
- Cultivates long-lasting client relationships
- Opens the door for second-generation clients
- Communicates commitment to clients’ long-term financial security
