Article: “Five Myths to Overcome with New Estate-Planning Clients

Sep 11, 2017

While the article is directed more for the attorney creating the estate plan, I thought this short article with its slideshow was a good read. I feel like the misconceptions mentioned within the article are more common than not – this article summarizes many of the reasons why it’s a good idea to touch base with an attorney to discuss your needs, family circumstances, and to strategize how best to achieve your estate planning goals.

 

WealthManagement.com Article:

http://www.wealthmanagement.com/estate-planning/five-myths-overcome-new-estate-planning-clients

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