But overall, the difference will be one of emphasis.
In order to determine a client's goals, the first question that needs to be answered is, "What do the clients hope to achieve through estate planning?"
Monday, October 10, 2011
Working With Elders...
In working with elderls for estate planing purposes, there are some areas where more detail is needed. For example, status and type of any long term care insurance, current and anticipated expenses, and exact sources of income.
But overall, the difference will be one of emphasis.
In order to determine a client's goals, the first question that needs to be answered is, "What do the clients hope to achieve through estate planning?"
But overall, the difference will be one of emphasis.
In order to determine a client's goals, the first question that needs to be answered is, "What do the clients hope to achieve through estate planning?"
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