Jul 5
6 Reasons to Check In With Estate Planning Clients Before Year-End By John Manganaro - ThinkAdvisor
While it may be uncomfortable for clients to think about their own mortality, estate planning is an essential process that helps to bring clarity and comfort to people at all financial levels — and it is the advisor’s job to answer clients’ questions and put them at ease.
In the experience of Courtney Fell, a wealth and estate planning strategist at Morgan Stanley, the second half of 2023 represents a time of significant challenges and opportunities for clients with big legacy planning goals.
