To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting?
The answer is to go beyond estate planning and help clients create a legacy plan. A legacy plan will help them pass down their values, lessons, life stories, contributions, records, and final instructions, to the people and organizations that are important to them. You are uniquely positioned to help clients with all aspects of a legacy plan. If you don't do it, who will?
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