Regardless of your client's age or financial situation, this past year has shown how important it is for everyone to have an estate plan in place. As a financial planner, you can help your clients by listening to their needs and goals, making sure their documents are in order and working in tandem with an estate planning attorney to complete their plan.
To help you navigate this topic, we've rounded up information and resources that will help you empower your clients to finalize their estate plans.
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