2019 Estate & Financial Planning Resolutions

“This newsletter is designed to provide advisors with resolutions that can help clients approach difficult planning issues in 2019. It can also be used as a mailing or email directly to clients.” 

In their commentary, Martin Shenkman, Alan Gassman, Joy Matak and Lee Slavutin remind LISI members that 2019 can be the perfect time to help clients revisit and improve their estate and financial planning goals.

 Click this link to read their commentary.