Who will deliver this service to your clients?
Estate planning advice is a natural service extension for accountants looking to expand their client service offer.
Effective and practical estate planning services are not being provided to the SME market and it is an area where so many of your clients need advice. Accountants and advisers play a critical role in educating and assisting their clients to put an effective estate plan in place. This is not the domain of just the wealthy. Clients who may need an estate plan include:
Clients wanting to ensure specific distribution to beneficiaries
Clients with more than $2 million in assets
Clients where care & maintenance of children is important
Clients with a small business
Clients with family tensions
Who should attend?
Client facing advisers, financial advisers, tax consultants