Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. Find out practical information for how to help this clientele at Planning Essentials for Small and Modest Estates.

It’s ok to sweat the small stuff

Probate can be costly, time consuming, and ultimately result in the estate not being distributed as the decedent would have wished. Help your clients avoid this scenario with best practices to address essential activities such as:

• Naming beneficiaries
• Appointing a guardian for minor children
• Appointing a health care agent
• Appointing trustees to manage assets in case of incapacity

Know the estate planning documents every client should have in place. Plus, understand the differences between planning with a will and planning with a revocable living trust.

Little strokes fell great oaks

Help your clients preserve their assets and avoid probate with advice from Planning Essentials for Small and Modest Estates. Register now!

Good things come in small packages

Not every client’s estate requires complex gift, estate, or generation-skipping transfer tax planning. But those with a smaller net worth still need good estate planning counsel to protect what they have. Find out practical information for how to help this clientele at Planning Essentials for Small and Modest Estates.

It’s ok to sweat the small stuff

Probate can be costly, time consuming, and ultimately result in the estate not being distributed as the decedent would have wished. Help your clients avoid this scenario with best practices to address essential activities such as:

• Naming beneficiaries
• Appointing a guardian for minor children
• Appointing a health care agent
• Appointing trustees to manage assets in case of incapacity