{"id":49935,"date":"2016-10-15t05:00:29","date_gmt":"2016-10-15t09:00:29","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49935"},"modified":"2016-10-20t20:30:02","modified_gmt":"2016-10-21t00:30:02","slug":"guiding-heirs","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/10\/15\/guiding-heirs\/","title":{"rendered":"guiding heirs"},"content":{"rendered":"
<\/a>they may not see the possible tax ramifications, but you can.<\/strong><\/p>\n by ed mendlowitz<\/i> inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.<\/p>\n more on marketing: <\/b>how and why to offer estate planning<\/a> | what you need to start a financial planning discussion<\/a> | tax projections: how and why<\/a> | how to raise client awareness of services<\/a> | marketing vs. selling: both must serve the client first<\/a> | adopt a marketing mindset<\/a> most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to \u201crecord\u201d the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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