What Advisors Need To Know About
Estate Planning To Protect Their Clients
Are Your Clients Protected?
The relationship between estate planning attorneys and financial advisors is critically important when it comes to protecting your clients. We know first-hand how complex Estate Planning can be, but a well-informed plan can make a huge difference in your client’s future.
Access our FREE on-demand webinar where we help advisors identify their clients’ estate planning needs and how to best prepare them.
Discussion points will include:
- What Advisors Need to Know about Estate Planning
- Why a Trust is Important When a Life Insurance Beneficiary is a Minor
- How Estate Planning Can Help Advisors Build Relationships With Their Clients’ Children
- Value Add Opportunities for Your Clients
After completing the form above, the video presentation will be sent to you via email.
Please check your email for a message from Shoup Legal. That message will contain a link where you can access the video.
It is normal for the email delivery to take up to 10 minutes. Remember to check your spam folder.
Feel free to contact our office at [email protected] for more information or to schedule an appointment with one of our attorneys.