{"id":49933,"date":"2016-09-24t05:00:37","date_gmt":"2016-09-24t09:00:37","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49933"},"modified":"2016-09-23t07:51:33","modified_gmt":"2016-09-23t11:51:33","slug":"how-and-why-to-offer","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/","title":{"rendered":"how and why to offer estate planning"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/cryingwomanhug_img_4233-678.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50034\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/cryingwomanhug_img_4233-678-424x360.jpg\" alt=\"a woman hugs another woman, who is crying\" width=\"424\" height=\"360\" \/><\/a>bonus: sample asset distribution worksheet.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.<\/p>\n<blockquote><p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/09\/10\/need-start-financial-planning\/\">what you need to start a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/27\/11-questions-ask-every-tax-client\/\">11 questions to ask every tax client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep followups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\">adopt a marketing mindset<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/#more-49933\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul 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linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2016%2f09%2f24%2fhow-and-why-to-offer%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20how%20and%20why%20to%20offer%20estate%20planning&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/\" title=\"email this: how and why to offer estate planning \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/cryingwomanhug_img_4233-678.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-50034\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/09\/cryingwomanhug_img_4233-678-424x360.jpg\" alt=\"a woman hugs another woman, who is crying\" width=\"424\" height=\"360\" \/><\/a>bonus: sample asset distribution worksheet.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a href=\"\/\/www.g005e.com\/?s=mendlowitz&amp;s_cs=true\"><i>the 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n<p>estate planning is a vital service for many clients who do not have a will or a current will, or who have a will but did not consider major estate planning techniques.<\/p>\n<blockquote>\n<p><b>more on marketing: <\/b><a href=\"\/\/www.g005e.com\/2016\/09\/10\/need-start-financial-planning\/\">what you need to start a financial planning discussion<\/a> | <a href=\"\/\/www.g005e.com\/2016\/08\/27\/11-questions-ask-every-tax-client\/\">11 questions to ask every tax client<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/30\/follow-tax-prep\/\">add new revenues with tax prep followups<\/a> | <a href=\"\/\/www.g005e.com\/2016\/07\/02\/marketing-vs-selling\/\">marketing vs. selling: both must serve the client first<\/a> | <a href=\"\/\/www.g005e.com\/2016\/06\/11\/adopt-a-marketing-mindset\/\">adopt a marketing mindset<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"http:\/\/4f2bur4nuye2cgakm2rm61qk.wpengine.netdna-cdn.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/#more-49933\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f09%2f24%2fhow-and-why-to-offer%2f&amp;t=how+and+why+to+offer+estate+planning'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2016%2f09%2f24%2fhow-and-why-to-offer%2f&amp;title=how+and+why+to+offer+estate+planning&amp;summary=bonus%3a+sample+asset+distribution+worksheet.%0d%0a%0d%0aby+ed+mendlowitz%0d%0athe+cpa+trendlines+practice+doctor%0d%0a%0d%0aestate+planning+is+a+vital+service+for+many+clients+who+do+not+have+a+will+or+a+current+will%2c+or+who+have+a+will+but+did+not+consider+major+estate+planning+techniques.%0d%0amore+on+marketing%3a+what+you+need+to+start+a+fina'  ><img  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class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120],"tags":[],"class_list":["post-49933","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how and why to offer estate planning - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"how and why to offer estate planning - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2016\/09\/24\/how-and-why-to-offer\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" 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