Kick-start the estate planning conversation by asking your client, “Do you know your highest tax bill will be the one that’s filed after you die?”
Kick-start the estate planning conversation by asking your client, “Do you know your highest tax bill will be the one that’s filed after you die?” Explain how tax can be saved with trusts, transferring assets to a spouse and splitting income.
You can also email them this article, or send it to them on Twitter or LinkedIn.
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