{"id":111492,"date":"2023-05-17t11:55:56","date_gmt":"2023-05-17t15:55:56","guid":{"rendered":"\/\/www.g005e.com\/?p=111492"},"modified":"2024-08-07t23:09:10","modified_gmt":"2024-08-08t03:09:10","slug":"seven-questions-to-suggest-estate-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/05\/17\/seven-questions-to-suggest-estate-planning\/","title":{"rendered":"seven questions to suggest estate planning"},"content":{"rendered":"
<\/a>bonus: sample asset distribution worksheet.<\/strong><\/p>\n by ed mendlowitz<\/i> 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 more on marketing: <\/b>28 data points for a financial planning discussion<\/a> | every client can use financial planning<\/a> | four reasons to perform tax projections<\/a> | four additional services to suggest<\/a> we have found that many clients with wills had them hurriedly prepared just before a trip or vacation and had very little planning guidance.
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