Your client says, “No thanks.”
Now what?
Client objections are a natural, and often valuable, part of financial planning. A “no” isn’t a rejection, it’s just the beginning of more meaningful dialogue.
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Trusts play a pivotal role in estate planning strategies. Read on to learn 4 common types of trusts clients may consider.
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Estate planning preserves wealth, minimizes taxes, and supports long-term goals. Learn these key strategies that preserve legacies.