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As an advisor/financial planner, estate planning is a key element of your practice. However, this is an area where planners often get off track. When it comes to retirement-aged clientele who may be in a state of panic as their health declines, you need to make sure you've properly planned for a multitude of variables that can negatively impact your business and your client's wealth:
- Good to go? Are your clients legal documents in order---and ready to implement?
- One size fits none. Why you always need to customize.
- End headaches of direct property ownership with real estate strategies
- Transfer appreciated real estate to the next generation to defer capital gain taxes
Barbara Cane, Esq.
Of Counsel
Cane, Boniface & Meyers, P.C.
Glenn Mueller, PhD
Real Estate Investment Strategist
Divend Capital Group
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