4 estate planning tips for clients

November 16, 2021

By Nancy Burner, Henry Montag, Accounting Today

Amid the COVID-19 pandemic, staying informed about life insurance strategies with trusts and estates is critical. Timely and effective access to information, and planning utilizing this knowledge, can be key ways to preserve a client’s hard-earned assets while anticipating future needs that may arise. Here are some ideas to consider:

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