{"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","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","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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 v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>how 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