A vital part of financial planning is preparing for clients’ eventual passing. But closing out an estate can consume countless hours, and the process is often fraught with procedural headaches and emotions.
Many advisors say they commit to assisting for both professional and personal reasons—to help cement future relationships and to honor the memory of a client. Sometimes, the work can mean unbillable time. There’s also no guarantee families will keep their assets at the firm. Even so, some advisors say working closely with...
The Link LonkMay 12, 2021 at 06:30PM
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Advance Work in Prepping Estates Pays Dividends - Barron's
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